Your Investment Center Advisor Group Team
With over 100 years combined financial experience, your ICA Group team is here to assist you in planning your future.
Investment Center Advisor Group is dedicated to helping people make the best decisions they can with their money. Kevin Dunnigan has been in the finance industry since 1986 when he helped found a firm in Bismarck, North Dakota, as a young new CERTIFIED FINANCIAL PLANNER™ Professional.
When he moved to Kalispell, Montana, in 1989 to open a firm there, he hired Natalie Shamley, who would end up moving with him to Loveland, Colorado in 2000 where together they’ve built a successful financial firm, assisting thousands of clients over multiple decades to discover and aim for their unique and personal goals on their journey to retirement.
We believe that the key to a successful financial future is to acknowledge what you have going on in your life, what your goals are, and understanding that your special situation doesn’t fit into a cookie cutter. Each client has a unique life and Kevin will get to know who you are in the process of working toward the best approach to your portfolio.
Our website is here to provide resources, financial articles, calculators and local news to help you along in the process of shaping your future. Our mission is to be the premier, trusted financial planning organization in Northern Colorado, providing a comprehensive approach in helping people and organizations during all life stages make intelligent decisions about their finances.
If you need a financial plan, want a second opinion, or just have a general question for a professional, we are here to help. Please take your time in perusing our website, or reach out to us to schedule a meeting by calling (970) 622-2366 or e-mail Kevin at [email protected] The coffee is on us!
Kevin Dunnigan, MBA, CFP®
CERTIFIED FINANCIAL PLANNER, Professional
Kevin Dunnigan is a CERTIFIED FINANCIAL PLANNER™ Professional and holds a Masters Degree in Investments and Finance. Kevin has helped countless clients with their investments throughout a consistently changing economy. He believes in treating his clients as if they were his friends or family members.
Hayden Lowry
LPL Financial Advisor | Investment Manager
A Connecticut native and graduate of both the Hotchkiss School and Elon University, Hayden joined the ICA group in November 2020 as an LPL Financial Advisor and Investment Manager.
Natalie Shamley
LPL Investment Advisor Representative
Natalie Shamley is an LPL Registered Investment Advisor Representative and has worked with Kevin since 1989.
Loni Mann
LPL Registered Administrative Associate
Loni is the leader of the client services staff. A graduate of Colorado State University with a Bachelor’s degree in Business Administration, Loni joined Kevin's team in 2004. She holds a FINRA Series 6 Registration, held through LPL Financial.
Shelley Bowen
Assistant
Shelley joined Investment Center Advisor Group in November 2012. She comes to us with extensive client services background with experience in the banking industry.
Jacklyn Lundquist
Assistant
Jacklyn joined the Investment Center Advisor Group team in December 2013. She came to us with 5 years of experience in the banking industry.