As Financial Advisors, one of our primary responsibilities is to ensure the expertise and services we provide continue to meet your
financial needs in an increasingly complex world. With that in mind, we are pleased to announce our new partnership with Financial Advisors Rick Sanders and Alan McKee and Mike Wyble and Dan Norton. The Sanders, McKee, Wyble, Norton Group will be our new team's name going forward and will continue to serve you from our current offices in Baird’s St Joseph location.
As trusted advisors, we feel it is important that our capabilities match the complex financial needs of our clients and their families. This
partnership is a positive move that will expand the services we provide to include advanced financial planning, insurance reviews,
guidance to young adult children and further insight into the myriad issues facing an aging generation.
Many investors have one financial advisor to handle all of the challenges that they might face. We believe it is too vast of a responsibility to depend on one person and what happens to your accounts when your advisor retires. Often, you find yourself with a new face and may or may not feel comfortable. We hope to provide you with legacy in managing your wealth and the security in knowing there is always someone available to help you with your financial needs.
As always, our client specialists, Kathy Trainor and Alison Frederick, will be happy to answer any questions you may have regarding our expanded team.
Thank you for your continued trust, and as always, please contact me or members of the Sanders, McKee, Wyble, Norton Group if you have
any concerns or questions.