Announcing our latest building expansion

We are excited for our new building expansion beginning in Spring of 2019. We have awarded the construction contract to Deming Enterprises, Inc. from Perry, Ohio. They specialize in commercial and industrial construction, and have been in business for over 20 years.

The project will include an expanded reception area, new conference rooms and new offices to better serve our clients. This expansion is part of our continuing commitment to provide our clients, team and community with a comfortable state-of-the-art building.

During the construction period, advisors will continue to meet with clients and will also offer phone or video conference meetings as well. Progress updates will also be provided to clients and friends, including the impact on parking.

We appreciate everyone’s patience and understanding as we complete these improvements. As with our financial planning strategy, we want to be proactive with our facilities so we can continue to provide exceptional service and a great experience to our clients, and future generations, for decades to come.