Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Brent Nunnally has more than 14 years of financial services experience. He has spent the last 12 years as a Financial Consultant serving small businesses and individuals around the country. Brent is a Colorado native and grew up in...

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Christina has been in the financial services industry for over 12 years. She has worked for many banks in various capacities as well as an assistant at two investment firms. She has enjoyed the relationships she built along the way...

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