Broker Check

Our Mission Statement

Mission Statement

To provide combined investment* and tax strategies so families may better prosper.

Vision Statement

Our efforts have earned the trust and confidence of our clients, their families, and the community.

Organizational Values

  • We conduct ourselves with honesty and integrity.
  • We give the same level of quality service we would expect to receive.
  • We enjoy what we do and the people we do it with.
  • We reinvest in ourselves with training, education, and by constantly seeking to improve.

*These services are offered by Gary G Stoudt through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.