Broker Check
William Tavenner

William Tavenner

Chief Compliance Officer

(800) 543-6922

(937) 523-0021

Danny Hudson

Danny Hudson

Compliance Associate

(800) 543-6922

(937) 523-0021

Sheila Wilson

Sheila Wilson

Associated Person

(800) 543-6922

(937) 523-0021

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.