YOUR EXPERIENCED & CARING TEAM SINCE 1984.
#1 for Financial & Investment Services in Northern Colorado*

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
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
Your Best Interest is Our Ultimate Benchmark
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.
We serve thousands of families across Northern Colorado and around the country through financial planning, investments, and insurance advice backed by comprehensive research.
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