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Our Team

We are a team of fiduciary* professionals brought together by our shared commitment to helping you and your family create the financial future you envision. As fiduciaries, we are dedicated to acting in your best interest at all times. Get acquainted with our team, who will work alongside you and provide the guidance you need to pursue your goals.

* fiduciary services are for advisory relationships only.

Financial Advisors

Mark S. Flannery

Mark S. Flannery, CFP®

Founder, Senior Financial Advisor

Lance Flannery

Lance A. Flannery, MS

Senior Financial Advisor

Joseph B. Kack

Joseph B. Kack

Financial Advisor

Service Team

Shane Flannery

Shane T. Flannery

IT Specialist & Public Relations

Taylor Richter

Taylor Richter

Client Service & Marketing Specialist

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.