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Meet Your Investment Team

We are always working hard to help build your assets

Kyle Fitzgerald

Kyle Snow Fitzgerald

Wealth Advisor | LPL Financial

(385) 548-5208

Jordan Palmer

Jordan Palmer

Wealth Advisor | LPL Financial

(385) 548-5204

Dylan Ricord

Dylan Ricord

Associate Wealth Advisor

(385) 548-5201

(385) 548-5202

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Learn More About The Team

We are confident that with the understanding of personal finance, coupled with training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, this personalized service focuses your needs, wants, and long-term goals.

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