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Year in Review

BUILDING A SUSTAINABLE FIRM

45 Years Track Record

41 Associates | 9 Partners

97.3% Associate Retention Rate | 2 Offices

4.86B
Banking Assets ($) of Strategic Partner^1
1Total Assets of Morton Community Bank as of December 31, 2022

CONTINUING A CLIENT FIRST CULTURE

4.51B
Assets under Advisement as of 12.31.2022

148.1 M
Net New Assets

98.94%
Client Retention Rate

1,118 Clients | Servicing Clients in 35 States

16 YEARS
Average Tenure of Client Facing Associates

ACHIEVING INDUSTRY RECOGNITION

Financial Advisors Top 100: (2019-2022)