dave2020_web

Dave Swan

Wealth Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
Schedule A Call View Team Member
michaela-2020

Michaela Speer

Wealth Advisor

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
Schedule A Call View Team Member
Justin-Nabity

Justin Nabity, CFP®, CLU®, ChFC®

Founder, Partner, & Financial Planner

Specialities
  • Financial Planning
  • Contract Review
  • Disability & Life Insurance
  • Tax Consulting
  • Retirement Planning
  • Real Estate Investment
  • Estate Planning
Schedule A Call View Team Member
A7R2457-Edit-2-scaled

Reid Lancaster

Partner

Specialities
  • Contract Review
  • Private Practice Startup
  • Strategic Business Planning
  • Contract Negotiation
  • Business Development
  • Partner Management
  • Leadership Coaching
  • Recruiting
  • Business Coach
  • Life Coach
Schedule A Call View Team Member