Financial Planning
&
Investment Management

What if you had a financial plan you could confidently manage
allowing you to live with clarity?

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Serving hundreds of individuals and families in clarifying their goals and simplifying their plans.

Barry McCall and Steve Alverson serve as CFP® practitioners

Serving as advisors for the clients of First National Bank

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Guiding our clients with comprehensive financial planning and investment management through the seasons of life

Meet Our Team