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Andrew Holloway

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
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 & CEO

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

Client Service Coordinator

Specialities
  • Financial Plan Investment
  • Investment Advisory Service
  • Insurance Policy Processing
  • Contract Review Enrollment & Coordination
  • Advisor Support & Scheduling
Schedule A Call View Team Member
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Reid Lancaster

Chief Operating Officer

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