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

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Steven Stroup

Steven Stroup

Executive Vice President
Investment Officer

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Patsy Stullenbarger

Patsy Stullenbarger

First Vice President
Investment Officer

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Brian Kelly

Brian Kelly

First Vice President
Investment Officer

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Cady Kirkwood Rankin

Cady Kirkwood Rankin

Investment Executive

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Patsy Stullenbarger

Patsy Stullenbarger

First Vice President
Investment Officer

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Client Services

Michelle Lucas

Michelle Lucas

Senior Client Associate

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Dagenais Boggs

Dagenais Boggs

Senior Client Associate

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Brenda Mulligan

Brenda Mulligan

Client Associate

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Rachelle Pensyl

Rachelle Pensyl

Client Concierge

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Molly Beeman

Molly Beeman

Client Associate

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Koosie Boggs

Koosie Boggs

Operations Manager

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Miranda Walker

Miranda Walker

Client Concierge

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Emily McKenzie

Emily McKenzie

Client Concierge

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Extended Team

Jennifer Graves

Jennifer Graves

Client Concierge

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Suzi Lederer

Suzi Lederer

Client Concierge

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Sadie Gibson

Sadie Gibson

Client Concierge

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Lynn Halliday

Lynn Halliday

Client Concierge

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Contact Us Today

Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.