Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Travis Reap

Travis Reap

MBA, CFP®

Financial Advisor

Associate Vice President
Visit Travis Reap's website

Team

Shaun Nelson

Shaun Nelson

Operations Leader

Tammy Mynes

Tammy Mynes

Registered Client Service Associate