Broker Check

Strategic Partners

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

Our strategic partners 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.

 
Gary Lutrick

Gary Lutrick, MBA, RFC

Strategic Partner

Kevin Myers

Kevin Myers, PPC

Strategic Partner

Jeff Dunwoody

Jeff Dunwoody

Director Of Operations

Morgan Marlin

Morgan Marlin

Director of Financial Planning

Stanley Smiley

Stanley R. Smiley, Esq., J.D.

Estate and Tax Planning Team

Juliet Hendrickson

Juliet A. Hendrickson, Esq., J.D.

Estate and Tax Planning Team