Live with Confidence
Helping you build a bright future!
Our Team
Brice Willoughby
Brice Willoughby
Brice Willoughby
Brice is a well seasoned advisor with an eye for both opportunity and risk. Clients use him as the first set of eyes on their financial decisions and often on non financial decisions. As a dedicated husband and father he enjoys time with his family!
Melissa Garman
Brice Willoughby
Brice Willoughby
Melissa is an experienced financial service professional who makes sure operations are moving smoothly and clients are getting great service. Melissa is also an active wife and mother who also keeps things moving at home!
Rick Willoughby
Brice Willoughby
Rick Willoughby
Rick has extensive experience in asset and wealth management. He says, "It is a great experience working with a team that truly cares about each other and the clients they serve." Rick enjoys time with his wife and his entire extended family.
Discover your path
Our focus belongs to you, including:
Investment Management:
Investment Management:
Investment Management:
You will work with us to create a diversified strategy that aligns with your unique risk tolerance and investment goals. Your comfort will come from an understanding of the strategy.
Retirement Planning:
Investment Management:
Investment Management:
As you plan for the retirement you envision, we will help you focus on the strategies that are well thought out and meticulously explained to you.
Risk Management:
Investment Management:
Risk Management:
We provide expert advice on the right insurance coverages to protect your financial assets against life’s unforeseen circumstances.
Estate Planning:
Business Financial Planning:
Risk Management:
We'll guide you in developing an effective plan to manage your assets during your lifetime and distribute them after your death in a way that aligns with your wishes.
Business Financial Planning:
Business Financial Planning:
Business Financial Planning:
Financial decision-making for your business can be hard to navigate, from expansion plans and investments to employee benefits and retirement plans we will discuss your concerns and help solve problems and capture opportunities.
Tax Strategies & Planning:
Business Financial Planning:
Business Financial Planning:
Having great investments and missing the opportunity to lower your taxes can be heartbreaking. We work with your tax accountant and present investments and strategies that work to lessen tax liabilities.
