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We have re-branded and hope that you like our new look! Our intent is to have a clean, clear and consistent brand across all of our platforms. Lori loves purple and just can’t help it! [...]

We are looking forward to serving you in 2018 from our new Fort Dodge location on Business Hwy 20 and from our Pocahontas location on Hwy 3 East! Thanks to all those who stopped by to [...]

Planning your financial future is not an easy process, and effective planning involves managing your investments and preserving your wealth. I welcome the opportunity to help you with [...]