Our Qualifications

 

           Scott Kaup                      Ben Kaup                     Chaney Black

    CERTIFIED FINANCIAL PLANNER™    CERTIFIED PUBLIC ACCOUNTANT    CERTIFIED PUBLIC ACCOUNTANT

          

            

 

 

 

 

 

 

 

 

We have been working with individuals and businesses in the area for over 36 years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our experience to help you pursue your financial goals.

 

 

 

 

      

Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.