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Home is more than a place, it's a feeling.

Our Mission

We manage the complexities of your family’s financial matters. Our work is to understand the unique dynamics of your life, business and aspirations.

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Our Team of  Professionals 

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Tom Deppe

Investment Advisor Representative

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Sarah Kopesky

Investment Advisor Representative

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Jerry Jendusa

Owner and Consultant

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Morgan Plagenz

Administrator

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Nathan Jendusa

BLU Champion

Community Involvement 

We are committed to building stronger communities.

Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Focus on what makes the business unique and how users can benefit from choosing it.

Career Openings

Insurance Underwriter

This is the space to describe an open position and tell people how to apply for the job.

Claims Adjuster

This is the space to describe an open position and tell people how to apply for the job.

Customer Service Representative

This is the space to describe an open position and tell people how to apply for the job.

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