Meet Our Team

Meet Our Team

I'm so proud of our team and their commitment of excellence for every client.
Click below to learn more about each member of our team.

KOLIE PERRY
Administrative Assistant

KRISTEN SPENCE
Remote Administrative Assistant

JACKLYN LUNDQUIST
Client Service Assistant

LONI MANN
Operations Manager

SHELLEY BOWEN
Client Service Assistant

ALEXA DUNNIGAN
Client Relationship Manager

HAYDEN LOWRY
LPL Financial Planner | Investment Manager

KEVIN DUNNIGAN, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™, Professional

We are here to help.

Let's Talk