Your Neighbor, Your Partner to Financial Freedom
We’re proud to call Indiana home—connecting with neighbors, building friendships, and helping dreams come true.
Proudly serving Whitley County and the greater Indiana region, we offer personalized financial planning and leadership while supporting local events and strengthening the community we call home.
Phone
(260) 244-6200
Address
518 Garland Ave
Suite B
Hours
8:00 am – 5:00 pm
Closed Weekends
Solutions for whatever life brings.
Our team provides client relationships with a suite of financial services to guide them through all of life’s small moments and major events.
Financial Planning →
Holistic approach to building and protecting wealth.
Retirement Planning →
Building a roadmap to your ideal retirement vision.
Investment Management →
Personalized portfolio management for long-term wealth.
Estate Planning →
Comprehensive approach to preserving wealth and legacy.
Business Consulting →
Navigate complexity and lead your business with confidence.
Corporate Benefits →
Equip your team with smart, comprehensive corporate benefits.
Lead Advisory Team
Led by Wealth Management Advisor Nora Beauchot and Director of First Impression Dot Cochran, our Columbia City office offers a personalized approach to wealth management. Every detail is designed to reflect your unique vision and elevate your financial journey.
Nora Beauchot
Wealth Management Advisor
Nora Beauchot leads with a relationship‑first approach, bringing warmth, focus, and clear communication to every client interaction. With over 15 years of experience—from paraplanner to advisor—she now crafts personalized, plan‑led strategies that go beyond transactions.
Clients say Nora makes them feel understood and at ease. She listens deeply and explains the “why” behind each recommendation in simple, everyday language—a hallmark of her empathetic style.
Nora holds Series 7, 65, and 66 registrations and earned her Business Administration degree from Indiana University–Purdue University.
Check the background of this investment professional on FINRA’s BrokerCheck
“My goal is to make every client feel understood and confident—by listening to what matters most to them and turning complex financial decisions into clear, actionable plans.”
Nora Beauchot
Dot Cochran
Director of First Impressions
Dot is the heart of the office and proudly serves as the Director of First Impressions. Her deep love for serving clients shines through in every interaction, making each experience welcoming and professional. Dot attended Indiana University and completed computer courses in Personal and Professional Development to strengthen her skills.
With more than 15 years in the financial industry, Dot has served as both an office manager and a personal relationship manager, bringing unmatched expertise and a client-first mindset to her work every day. She’s also a seasoned “domestic engineer,” having kept the office calendar and the personal calendars of eight children running in perfect sync.
Outside of work, Dot enjoys gardening, reading, and spending time with her grandchildren.
Find Us
Looking to connect?
Let’s get together and explore how we can help you achieve your goals and dreams
Phone
(260) 244-6200
Address
518 Garland Ave
Suite B
Columbia City, IN 46725
Hours
8:00 am – 5:00 pm
Closed weekends
It’s not too late to start building the pathway to your dreams.
Achieving your dreams isn’t a single monumental event that occurs suddenly. It’s the result of countless small moments and steps taken, which together create a lifetime of happiness.
