YOUR EXPERIENCED & CARING TEAM SINCE 1984.

#1 for Financial & Investment Services in Northern Colorado*

Financial
Planning

Investment
Management

Risk
Management

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





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