(970) 622-2366 | Fax: (970) 622-2395 300 E 29th St, Loveland, CO 80538

300 E 29th St, Loveland, CO 80538

(970) 622-2366 | Fax: (970) 622-2395

Meet the Team

Kevin Dunnigan, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™

Natalie Shamley

Investment Advisor Representative
Loni Mann

Loni Mann

Registered Administrative Associate
Shelley Bowen

Shelley Bowen

Administrative Associate
Diane-Dvorak

Diane Dvorak

Administrative Associate
Jacklyn Lundquist

Jacklyn Lundquist

Administrative Associate

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