Like us on Facebook and watch for office remodel updates!

May 26, 2023

A lot of things are happening in our office this summer. Please follow our new Facebook page to stay up to date on current events at: and “LIKE” us!

Don’t forget to visit our new and improved website as well.

In April we started remodeling and will be expanding into the office next door. This is due to our expanding personnel but also to celebrate our 50th anniversary in business.  Keith’s dad Harold started the business in Ogden in 1973.  Keith joined his dad 8/1/1987. 

Adam Good, Keith’s step son joined in 2005 after earning his finance degree from Iowa State University.

Samantha Stephens will celebrate her 10-year anniversary on our team this summer.  Sam joined us as a Client Services Associate and in 2022 she passed all the required exams to become a fully licensed Financial Advisor.  She has taken over our marketing and is also our Office Manager.

Shawn Shindelar, our newest staff member, was hired in August 2022 as a Client Service Associate and he quickly obtained all the required licenses and is now also a Financial Advisor.  He will be getting married in July!

Jenipher Kargle, Client Services Associate, will celebrate her 2nd anniversary on our team in September.

Please “LIKE” us on Facebook to watch our remodel progress!