About Us

As an independent financial planning and wealth management firm in our hometown office of Cody, we offer comprehensive, independent advice to individuals, business owners and multi-generational families. Our mission is to have a meaningful impact on our clients? financial lives by striving to provide confidence that someone with integrity is in their corner throughout every stage in life. The result: we?ll aspire to help you design your own personal legacy that?s suitable for you and your personal vision of success.