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Our Relationship is the Foundation of Your Success

We work with you side by side to pursue your own financial success.

Our Mission

Our mission with every client is to provide confidential and independent, product-agnostic advice that turns financial fears into financial confidence. We don’t have pressure from a large bank to sell products or meet sales goals.

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Our Process

Our first meeting is all about getting to know you and analyzing your goals and objectives. We put together a plan and an investment proposal, which we go over in the second meeting. There is no pressure on the client – ever.

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Our Services

Every client has unique financial goals and circumstances. With this in mind, we start with a financial planning process and offer these levels of service – financial counseling, investment management, and family guided office.

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Small Firm, Big Opportunities

Small Firm, Big Opportunities

To bring you the power of a large firm in a boutique package, we partner with LPL Financial, one of the nation's leading financial services companies as reported by Financial Planning magazine, June 1996-2021, based on total revenue. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone and is in line with our goals for you.

LPL does not offer proprietary investment products or engage in investment banking activities; this means we are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com

About LPL

LPL Research

Peter Shunyia, CFP®

Peter Shunyia, CFP®

President, Senior Wealth Advisor

Misty  Doucet, FPQP™

Misty Doucet, FPQP™

Client Service Specialist

Jackie Brundage

Jackie Brundage

Office Manager

Wendy VanAntwerp, CFP®

Wendy VanAntwerp, CFP®

Operations Manager

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