Our Core Values

Our Core Values

Dedicated to Caring for Your Financial Future through Wealth Management*, Financial Planning* and Insurance Services


Everything we talk about is in complete confidence.

We use the word “confidence” instead of “confidential” because while we won’t share your business with anyone, you need to have complete confidence in us and how we can help.


We want to enhance what you’re doing and make your life better.

When we meet, it’s your time, your effort, your money and your resources. So if at any point something doesn’t feel right, sound right, look right - push back! We’re here for you.


Our openness makes us refreshingly different.

We’re open with our compensation...
as registered investment advisors.

We’re open about best practices.
As we work on your plan, we’ll look at what other successful people are doing.

We use an open architecture.
We strive to provide access to the best products industry-wide.

*Services offered through Tyson, Erin and Tyler's affiliation with Eagle Strategies LLC, a Registered Investment Adviser.