"Our mission is to create maximum investment value for our client partners and to provide personal and professional growth opportunities for our associates."
Our primary guiding principle is personal and professional integrity. It is the standard by which we make our decisions and measure our actions, as well as the value that we most strive to practice in our business relationships.


Edmond A. Lee
Founder & Chairman

Douglas N. Dreher
President & CEO

Randy J. Meyer
Chief Financial Officer

Lara R. Latture
Chief Operating Officer

Barbara L. Lee
Design Coordinator