General Info

Bringing 50+ Years of Collective Experience In the Financial Services Industry As business owners ourselves, Dan and Denise are passionate about helping businesses in rural communities thrive. We understand you are busy and pulled in a million different directions. We are here to make life a little easier for you. To address the specific needs, concerns, opportunities, and struggles that small business owners and professionals endure. In addition to helping business owners, we work busy medical professionals and couples that have questions around retirement and tax questions. Our job is to ask the right questions, so we can help you pursue your personal and business financial goals, from planning to execution.