Caring for your family as if it were part of our family

Just how close are we? Tim Bellars sums it up best, “I work with my wedding party and our children. Claudia and I are married, Brad was our Best Man and Jeannie was Maid of Honor. Over the past few years our children have joined the practice which has been essential to our multigenerational approach.”

We view our clients as an extension of our family, and believe that the feeling is mutual. Our clients are fiercely loyal, demonstrated by the fact that many of the families we serve now include four generations. Needless to say, we are very committed to our clients and our community – and are passionate about what we do, why we do it, and who we do it for.

As a team, we have over 150 years of combined financial industry experience – and with a succession plan securely in place, you can be confident in knowing we’ll be here for you and your family for many years to come.