Client Centered

Our Wealth Advisors

Larry Boggs

Larry Boggs

President & Founder

With over 45 years of financial services experience, I serve a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Whether your objective is to build additional wealth, preserve what you've earned, pass it along to future generations, or a combination of these, I take the time to listen to your needs and create a comprehensive wealth management plan to help you pursue those goals.

Mirjhana Buck

Mirjhana Buck

Executive Vice President Investment and Marketing Officer

Learn more
Steven Stroup

Steven Stroup

Executive Vice President
Investment Officer

Learn more
Patsy Stullenbarger

Patsy Stullenbarger

First Vice President
Investment Officer

Learn more

Client Services

Michelle Lucas

Michelle Lucas

Senior Client Associate

Learn more
Dagenais Boggs

Dagenais Boggs

Senior Client Associate

Learn more
Brenda Mulligan

Brenda Mulligan

Client Associate

Learn more
Rachelle Pensyl

Rachelle Pensyl

Client Concierge

Learn more
Molly Beeman

Molly Beeman

Client Associate

Learn more
Koosie Boggs

Koosie Boggs

Operations Manager

Learn more
Emily McKenzie

Emily McKenzie

Client Concierge

Learn More

Extended Team

Jennifer Graves

Jennifer Graves

Client Concierge

Learn more
Suzi Lederer

Suzi Lederer

Client Concierge

Learn more
Lynn Halliday

Lynn Halliday

Client Concierge

Learn more
Contact Us Today

Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.