4135 NW Urbandale Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Chief Investment Officer
Andy Osby is our Chief Investment Officer. He joined us in October 2016 and has over 23 years in the financial industry. Andy is responsible for the overall investment lineup for the company. He is also responsible for product design and investment implementation of our Retirement Ally portfolios.
Director of Investment Services
Lance Presley is our Director of Investment Services. He joined us in March 2021. Lance works with our Financial Advisors as a partner to help them find solutions for their clients and increase assets under management.
Advisory Operations Coordinator
Alex Cary is our Advisory Operations Coordinator. He joined us in March 2022. Alex helps with handling the daily operations for advisory accounts on the TDA platform as well as other duties that may arise.
Investment Relationship Manager
Jordan Cotter is our Investment Relationship Manager. He joined the team in December of 2022. Jordan works with our Financial Advisors as a partner to help them find solutions for their clients and increase assets under management.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.