We Put Your Needs First
Our purpose is to invest in our clients for the long-term. From retiring early to funding a college education or fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your financial needs changing over time.
We always put clients first, seeking the highest and safest returns, while also protecting your estate and seeking the lowest tax liability.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Amy Gentry
Branch Operations Manager
Bradley Gentry
Office Manager
Daphne Perine
Financial Professional
Gregory Gentry, RFC, CEP
Financial Professional
Sydney Gentry
Client Services Assistant