Company Background

We work to understand your business and help you grow.

History

1948

CPA Firm was founded.

1999

Entered investment advisory business.

NE

Headquarters in
Norfolk, NE.

Today

85+

Employees across the US. (HQ remains in NE)

TWO

Strategic business units.
Wealth Management LLC
Retirement Plan Consultants

>$3B

Assets under advisement. (in billions)