Broker Check


We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and planning services to individuals and business owners. You will be better able to identify your goals and make sound decisions to help reach them by allowing us to provide sound financial information. Please call us if you have any questions about our firm or the range of financial products and planning services we provide.

Through his executive and consulting career, Jim Yockey has recognized the value of, and now focuses on, fee-based money management services. Click members name to read his full bio...

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Kylie Yockey

Media Support Manager



A graduate of Spalding University with a master's in Writing, Kylie is a multidisciplinary creative and an expert in social media management/marketing. Her professional experience includes...

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