Meet The Team Behind Your Plan
Financial planning is personal. That's why our 2025 Readers Choice award-winning team* works together to simplify clients' complex financial lives into a clear, comprehensive plan. *Based on Reader Votes
MBA, CFP®
Kevin Dunnigan
CFP®
Hayden Lowry
CFP®
Logan Wood
COO
Alexa Dunnigan
Client Relationship Manager
Loni Mann
Client Relationship Manager
Jacklyn Lundquist
Client Service Specialist
Shelley Bowen
LPL Registered Client Service Assistant
Kolie Durant
LPL Financial Planner