We are financial advisors, yes, but at our heart we are also cowboys that love the open plains, rugged mountains, and beauty of every day. With that in mind, we echo some important cowboy values when working with our clients. We believe in truthful conversations, standing up for what’s right, and taking pride in everything we do.
We seek to:
- Always be willing to try new things (We are always learning and aren’t afraid to think outside the box.)
- Take pride in everything we do (We only recommend strategies for our clients that we would feel comfortable with for our own portfolios.)
- Follow through with what we say and communicate with you regularly
- Make tough decisions that are in your best interest
- Tell you what you need to hear, not always what you want to hear
- Listen to you and your personal goals and challenges
- Offer a level of service unmatched at other firms
We know our clients and the people of Wyoming live their lives with purpose and pride, and we are here to help them reach the dreams they’ve worked so hard for and leave a lasting legacy worth more than money itself.