Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Duane Dollar

CFP®, CKA®, APMA, ChFC®, CRPC, CASL®

Private Wealth Advisor

Managing Director
Learn more about Duane Dollar Visit Duane Dollar's website

Phillip Owens

MBA, CFP®, CRPC, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Phillip Owens Visit Phillip Owens's website

Trevor Smith

CRPC

Registered Practice Associate

Learn more about Trevor Smith Visit Trevor Smith's website


Our team

Sandie Almaraz

Client Service Associate