Main Office

100 Front Street,

5th Floor
Marietta, OH 45750

<br/>We Put Your Needs First<br/>


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.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Amy Gentry

Amy Gentry

Branch Operations Manager

Bradley Gentry

Bradley Gentry

Office Manager

Daphne Perine

Daphne Perine

Financial Professional

Gregory Gentry

Gregory Gentry, RFC, CEP

Financial Professional

Sydney Gentry

Sydney Gentry

Client Services Assistant

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