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Our Team

We are a team of professionals brought together by our shared commitment to helping you and your family create the financial future you envision. Get acquainted with our team, who will work alongside you and provide the guidance you need to achieve your goals.

Financial Advisors

Mark S. Flannery

Mark S. Flannery, CFP®

Founder, Senior Financial Advisor

Lance Flannery

Lance A. Flannery, MS

Financial Advisor

Service Team

Amanda Anderson

Amanda G. Anderson, FPQP®

Registered, Operations Manager

Joseph B. Kack

Joseph B. Kack

Client Service Specialist

Shane Flannery

Shane T. Flannery

IT Specialist & Public Relations

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.