How we work


Wealth Management Service

By engaging with our team, you gain access to multiple colleagues, to help align your financial objectives with solutions to address various aspects of your financial health.

Personalized Service Offering:

Our commitment to you is that we will provide a consistent, pleasant, and productive client experience for you. You will receive personalized communication offerings, timely research and advice, and consultative one-on-one attention. Throughout the year, you will have multiple opportunities to participate in informational seminars and social events to allow your friends and family to become better acquainted with our team and our level of experience.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Family Finances
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits

Community participation

United Way of Douglas County
Just Food
Toys for Tots
Lawrence Chamber of Commerce
Walk to End Alzheimer's
Leadership Lawrence (Mandy Denton, Class of 2018; Scott Solomon, Class of 2019)
Lawrence Chamber Envoys (Mandy Denton)
Cooper's Cause Foundation "Cooper's Couture" Event Committee (Mandy Denton)
Read Lawrence (Mandy Denton)
Sandbar (Mandy Denton)
Habitat for Humanity (Rosie Robertson)
Big Brothers Big Sisters (Rosie Robertson)
St. John's UCC (Rosie Robertson)
Sunrise Project Community Garden (Jenna Hornbaker)

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.