Our Services

What We Do

We offer a broad range of wealth management services to help you build, manage, and preserve your wealth. Backed by research, education, experience and a genuine desire to help you pursue your financial goals, we’ll walk you through your options and develop a plan that is appropriate for you.

WEALTH MANAGEMENT

Customized wealth management plans tailored for your needs. 

RETIREMENT PLANNING

Planning and preparing for your retirement. 

401(k) ROLLOVER SERVICES

Assisting you with any of your 401(k) needs as you transition your funds. 

BUSINESS PLANNING

Helping your business create an in-depth cash management strategy.

TRUST ACCOUNTS

Investment management services within your trust. 

CHARITABLE GIVING

Helping you give where it can make the most impact for you and the organization. 


Our Team

Our goal is to educate and take care of you, so that you are secure in the knowledge that your financial guide is an experienced professional with your interests and continued success at heart.

Chadwick R. Keeler, CRPC<sup>&#174;</sup>

Chadwick R. Keeler, CRPC®

Managing Partner

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Brock W. Rouch, CIMA<sup>&#174;</sup>

Brock W. Rouch, CIMA®

Managing Partner

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Ned Hodder, AIFA

Ned Hodder, AIFA

Investment Manager

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Cortnie Hodder,&#160;CFP&#174;

Cortnie Hodder, CFP®

Wealth Manager

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Bonnie Long

Bonnie Long

Client Services Manager

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Kinzie Ouimette

Kinzie Ouimette

Client Service Associate

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Financial Advice and Planning You Can Count On

CONTACT US TODAY