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YOUR RETIREMENT PLANNING TEAM SINCE 1984.

Ranked #1 for Financial & Investment Services*

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Our Passion is Helping Our Clients

"He Genuinely Cares About Us."


"We went through 6 advisors until we found Kevin."
—Jim & Mary M.*

"We Couldn't Be Happier With Our Future."


"We are going to have a good retirement because our money has been managed really, really well." —Darryl & Judy G.*

"They Just Held My Hand."


"I don't ever have to worry about money because they have my back."
—Libby M.*

"I Feel At Peace With Having A Plan."


"I know now that I am on the road to having a plan waiting for me when I do retire."
—Andy Z.*

KEVIN DUNNIGAN, MBA, CFP®

KEVIN DUNNIGAN, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

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

HAYDEN LOWRY, CFP®

HAYDEN LOWRY, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

"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."

Over 100 Years of Experience

Built on the foundational belief of doing right by the client, our team has grown to offer robust financial planning and client service to families across 40+ states nationwide.

As CERTIFIED FINANCIAL PLANNER™Professionals, we take the time to listen, understand, and create long-term plans with the same care we would give our own friends and family.  

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Loni Mann

Loni Mann

Client Service Manager

970.622.2366

Jacklyn Lundquist

Jacklyn Lundquist

Client Service Specialist

970.622.2371

Shelley Bowen

Shelley Bowen

Client Services Associate

970.622.2366

Alexa Dunnigan, MBA

Alexa Dunnigan, MBA

COO

970.622.2373

Kristen Spence

Kristen Spence

Client Service Specialist

970.541.2420

Kolie Perry

Kolie Perry

Client Services Assistant

970.622.2366

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*2024 Reporter Herald Readers Choice Award won based on public poll votes.

*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

*This statement is a testimonial by a client of the financial professional as of 9/7/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

*This statement is a testimonial by a client of the financial professional as of 11/4/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.