Left to right: Michelle Spencer, Client Associate; Nolan Gunnell, CFP®, Vice President, Financial Advisor, Assistant Branch Manager; Jan Lofthouse, Registered Client Associate; Stockton Gunnell, CFP®, Financial Advisor.

While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one’s financial life. We believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.