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, CFP®
Founder, Senior Financial Advisor
Lance A. Flannery, MS
Senior Financial Advisor
Joseph B. Kack
Financial Advisor
Service Team
Amanda G. Anderson, FPQP®
Operations Manager
Shane T. Flannery
IT Specialist & Public Relations
Taylor Richter
Client Service & Marketing Specialist
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.