Together, we put you first — always.

Kevin Dunnigan, MBA, CFP®

Kevin Dunnigan, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

970.622.2366

Hayden Lowry, CFP®

Hayden Lowry, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

970.622.2372

Logan Wood, CFP®

Logan Wood, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

970.686.9213

Loni Mann

Loni Mann

Client Relationship Manager

970.622.2366

Kolie Durant

Kolie Durant

LPL Registered Client Service Assistant

970.622.2366

970.622.2395

Jonny Tataje

Jonny Tataje

Client Service Associate