Roger Vaden, Mike Madden, Chad Waterworth, and Will Poats have more than one hundred years of combined experience in the financial services industry. They collectively strive to help meet their clients' needs and expectations in a timely and professional manner. As a team, they manage investment strategies based on each client’s unique financial objectives.
The team’s mission is simple: provide quality advice and service to their client base, which includes individuals, corporations, and non-profit organizations.
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