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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

"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."

We Go the Extra Mile

With over 100 years of combined financial experience, we are here for you.

We will always take a personalized approach. Our first priority is taking time to fully understand your financial situation, your concerns, and your goals. We’ll never treat you like a commodity — but instead like a friend or family member.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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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


Call or email today to schedule a
complimentary consultation.

970.622.2366 | [email protected]


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