Shawn Plunkett

My approach begins with a conversation.

My primary goal is to help develop an investment strategy geared toward the unique, long-term goals of my clients. Every strategy I offer and every solution I recommend is based on what's most important to my clients. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them. Additionally, I believe it's important to invest the time required to understand your attitude toward risk before you invest your money.

Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for your situation.

When we decide to work together you will work closely with our branch office administrator, Taelor Barrett, in addition to the thousands of people and advanced technology supporting our office.

We look forward to speaking with you to discuss your unique situation and then working together with you to help develop a comprehensive and customized strategy tailored to your financial goals.