Meet Our Team
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Our Wealth Advisors
Larry Boggs
President & Founder
With over 50 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.
Client Services
Extended Team with LPL Strategic Wealth Services
Jennifer Graves
Client Concierge
Jennifer is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses.