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We have big plans for a new website! It isn’t quite ready, but in the meantime, we’re always available to help you meet your goals.

Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know the kind of life you want to lead. Our wealth management services can help make that life a reality. We invite you to connect with us so we can start planning your financial future.

Contact us to get started today!

Phone: 859-426-9055

Jeff Hatfield: [email protected]
Mark Becker: [email protected]


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Access detailed account information and your monthly consolidated statements online.

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