Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. We have helped hundreds of clients through a wide range of life transitions, and our mission is to shed light on the biggest challenges people face when hiring a financial advisor. This book has been carefully crafted to help you confidently navigate these challenges. Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. We have helped hundreds of clients through a wide range of life transitions, and our mission is to shed light on the biggest challenges people face when hiring a financial advisor. This book has been carefully crafted to help you confidently navigate these challenges.