Meet The Team
The NYE IPI solution
We have assembled an outstanding team and each individual plays a vital role in meeting your needs. Below is a rundown of your immediate team along with details on who to call with specific questions:
We believe that our role is at the center of a broader professional network. To that end, we either provide or facilitate all financial services to support our clients as well as working closely with your existing relationships such as accountants, estate planning attorneys, bankers, trust officers, etc. and can share everything about your wealth management plan with your written authorization. We welcome this constructive collaboration and have decades of coordination experience.
Our in-house investment committee:
Ron Medley
Todd Nye RICP®, CLU®, ChFC®, MRFC®
Senior Wealth Advisor:
After graduating from MIZZOU in 1988, I began my financial services career with a major Wall Street firm and left in 1992 to start my own boutique financial planning firm to remove conflicts of interest and to give my clients more...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.