Who We Serve Best

We provide the greatest value added service to clients with the following characteristics:



  • Cares about and loves his/her family - strong values
  • High integrity and is family centered
  • Friendly, helpful, open minded, and influential


  • Owns an established, highly successful business
  • Cares about business perpetuation and/or maximization of wealth
  • Well respected by employees


  • Has a concern and vision for local community
  • Well respected by his/her peers, friends, and family


  • Respects long -term relationships and counts on advisors
  • Has a vision of the future for his/ her business, personal, and community life
  • Is willing to take time to plan and is honest about feelings and concerns