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KEVIN DUNNIGAN, MBA, CFP®

KEVIN DUNNIGAN, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

"Knowledge and experience go a long way when when you are stewarding people's hard-earned money."

HAYDEN LOWRY

HAYDEN LOWRY

LPL FINANCIAL ADVISOR | INVESTMENT MANAGER

So much depends on our financial well-being.

The best joys of life hinge on how our money is managed. We get it. And so you’ll never be just numbers on a page to us.


Our Passion is Our Clients

Loni Mann

Loni Mann

LPL Registered Administrative Associate, Operations Manager

970.622.2393

Jacklyn Lundquist

Jacklyn Lundquist

Administrative Associate

970.622.2371

Shelley Bowen

Shelley Bowen

Administrative Associate

970.622.2366

Alexa Dunnigan, MBA

Alexa Dunnigan, MBA

Client Relationship Manager

970.622.2373

Kristen Spence

Kristen Spence

Administrative Assistant

883.605.1623

Around Here, We Go the Extra Mile

With over 100 years combined financial experience, we are here for you.

We will always take a personal approach. Our first priority is taking time to fully understand your financial situation, your concerns, and your goals. We’ll never treat you like a commodity—we’ll treat you like a friend or family member.

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Financial Calculators


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970.622.2366 | [email protected]