Boggs_0330_GroupColor.jpg
 

Financial Advisors

Our team has over 100 years of collective experience providing wealth management for individuals, their families, and their businesses. Our advisors have met rigorous professional requirements to obtain the Certified Financial Planner designation as well as Certified Public Accountant, Attorney, Masters in Taxation, and Registered Tax Return Preparer.

 
 

ROBERT PAUL BOGGS
Chief Investment Officer

DEB DAGILUS
Director of Operations

DEREK MARTIN LEWIS
Director of Planning

SAM SWISHER
Director of Wealth Management

 

 
 

Ready to Take
the Next Step?

Schedule your complimentary
“Get Acquainted” meeting.