All About Us

Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals.


We have been working with local as well as out of state individuals and businesses for several years. Kee Bubbenmoyer has been involved in financial planning and investment management for nearly 40 years. Marcie Hottinger our long term CPA affiliate, has been in practice for over 15 years. Our dedication to developing lasting relationships with all our clients is very important to us. We are very proud that many of our clients are long term, steadfast clients from Mr. Bubbenmoyer's early endeavors over 35 years ago. 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.

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals, offering a wide range of investment management services and financial products to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of investment management services and financial products we provide. We like to remark that the world is our universe as we have a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.