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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

"I couldn't be happier with what our future holds."


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

"He genuinely cares about us."


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

"They just held my hand."


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

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

HAYDEN LOWRY

LPL FINANCIAL ADVISOR | INVESTMENT MANAGER

"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 the best financial planning and client service to families across 40+ states nationwide.

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

LPL Registered Administrative Associate, Operations Manager

970.622.2393

Jacklyn Lundquist

Jacklyn Lundquist

Client Services Associate

970.622.2371

Shelley Bowen

Shelley Bowen

Client Services Associate

970.622.2366

Alexa Dunnigan, MBA

Alexa Dunnigan, MBA

Client Relationship Manager

970.622.2373

Kristen Spence

Kristen Spence

Client Services Assistant

970.541.2420

Kolie Perry

Kolie Perry

Director of First Impressions

970.622.2366

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*2023 Reporter Herald Readers Choice Award won based on public poll votes.