Our Quote We Live By:
"Around here, however, we don't look backwards for very long. We keep moving forward. Opening up new doors and doing new things, because we're curious...and curiosity keeps leading us down new paths." - Walt Disney

Our team offers over 100 years of combined experience in the financial services industry. The range of our experience and diversity of our background puts our team in a position to service the diverse needs of our clients. All of our advisors and staff members are knowledgeable, friendly people and we believe have high integrity.

Our goal and mission is to provide you with personal, confidential, objective quality advice where you feel comfortable and confident in your decisions.

Bradley Davis 
Founding Partner

Loren Edberg
Financial Advisor

Ashton Pankonin
Financial Advisor

Stephan Kerby
Partner/Director of SRI Division


Our Associate Team

Amy Hardel

Mary Preuhs