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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Arti Batra, JD

Arti Batra, JD

Estate Planning

Kate Roberts

Kate Roberts

Senior Client Specialist

Macy Slaughter

Macy Slaughter

Tax Planning Associate

Matthew Duncan

Matthew Duncan

Director, Financial Advisor

Willis W. Hobson, J.D.

Willis W. Hobson, J.D.

Senior Vice President Trust Strategist

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