Pump House

09/09/2026

With fuel prices continuing to climb. No better time than now to sign up for the DINOPAY app and save instantly at the pump! The app is user friendly and no additional purchases necessary to save! Download and save with us today!

08/27/2026

We provide fiduciary financial and estate planning advice on a fee basis, but at the end of the day, it's really about helping you make smart decisions with your money and your future.

We build an ongoing plan around your goals, your tax situation, and the legacy you want to leave behind.
Because life changes—and your financial plan should be able to change with it.

Good planning isn't a one-and-done conversation. It's an ongoing strategy for wherever life takes you.

08/26/2026

08/21/2026

Price of everything seems to be going up. Invest in yourself for $25 dollars a month! That $25 dollar investment in yourself can change your mind and your body forever! Sign up on the Glofox app, send a message, or email us at [email protected] with any questions! Hope to see the return on your new investment soon!

08/18/2026

Every successful business has a beginning.

Ours started in 1988 when Jean Greening opened the doors with a heart for serving others. Since then, we've been blessed to add several outstanding advisors and support staff who have helped shape the practice into what it is today.
Along the way, Travis Rose joined in 2012, Scott Greening in 2020, and Jeff Breit in 2022 to lead our investment management efforts—but every person who's joined our team has played an important role in serving our clients well.
Our mission is to bring together teamwork, experience, and specialized knowledge to create strategies that reflect our clients' values, inspire financial confidence, and help families build lasting independence for generations to come.
Looking back, we're grateful. Looking ahead, we're just getting started.

08/04/2026

If you’re looking to feel better mentally and physically, this looks like a good place to start! Sign up today through the Glofox app! See you soon!

07/28/2026

Smart planning isn't about avoiding taxes—it's about avoiding unnecessary ones.
Let's make every dollar work harder.

07/23/2026

Everyone deserves a daily reset! Let us be yours! Download the Glofox app to get started. Your mind and body will be glad you did!