Tomorrow’s goals begin with today’s planning.
That’s why we are proud to offer award-winning financial services designed to achieve your goals… all at your local community bank.
Get StartedWhat’s important about money to you?
- Maximize my retirement income.
- Minimize my tax burden.
- Ensure I don’t outlive my money.
- Protect my family if something happens.
- Turn my life savings into a paycheck for retirement.
We are here to help you.
The #1 Team for Financial & Investment Services
Over 100 Years of Experience
Our Approach
As CERTIFIED FINANCIAL PLANNERS® with over 100 years of experience caring for clients’ financial and retirement well-being, our team takes a comprehensive approach to your goals.
Since 1984, we have promised to treat our clients like we would our friends and family. It’s who we are, but we also upload a fiduciary obligation to always and only act in your best interests.
A Plan for What Matters Most to You
Book a Complimentary Review
Comprehensive Financial Services
Personalized Financial Planning
A financial plan is the foundation on which financial success is built. That’s why we take time to get to know you, your family, and what’s most important to you before creating a comprehensive plan.
Retirement Income Planning
We are here to help you discover peace and confidence preparing for retirement. We work our whole lives to be able to someday retire, but most people spend more time planning for vacations than they do retirement.
Investment Management
The goal of stewarding, directing, and monitoring investments is to grow and preserve wealth. Through proper management, we aim to reduce risk, optimize portfolios, create tax efficiency, and plan for your long-term goals.
Estate Planning Services
We understand the importance of leaving a legacy while safeguarding your wealth. We are here to help ensure that your wishes are carried out for your loved ones.
Tax-Efficient Planning
Smart planning means you get to keep more of what’s yours. Through tailored strategies, we aim to minimize your tax burden and maximize your returns.
Insurance Planning & Protection
Protecting your assets is just as important as growing them. That’s why we create plans that provide protection and security to your family.
What our clients are saying
Award-winning advisors. At your local bank.
Logan Wood
LPL Financial Advisor · Wealth Manager
Logan.Wood@lpl.com · 970.686.9213
Logan approaches financial planning as a tool for clarity and alignment, helping clients connect their money with what truly matters to them. Rather than focusing solely on numbers, Logan emphasizes values-based planning, guiding individuals and families to make financial decisions that reflect their priorities, lifestyle goals, and legacy aspirations. Logan helps clients move from uncertainty to confidence, turning their finances into a source of stability, freedom, and purpose.
“Financial planning isn’t just about wealth—it’s about designing a life you don’t need a vacation from.”
Kevin Dunnigan, MBA, CFP®
Certified Financial Planner™ Professional
For over 40 years, and through a consistently changing economy, Kevin has cared for the financial well-being of thousands of clients. Kevin is a CERTIFIED FINANCIAL PLANNER™ Professional, holds a master’s degree in Investments and Finance, and has been recognized as a top advisor by many national publications. Kevin’s motto has always been, “Trust and experience go a long way when dealing with people’s hard-earned money.” His passion is helping people, and he believes in treating his clients with the same care he would give friends or family members.
Hayden Lowry, CFP®
Certified Financial Planner™ Professional
As a dedicated financial planner and investment manager, Hayden is passionate about helping individuals take the stress out of money. With a deep understanding of the impact financial planning can have on every area of life, Hayden takes a comprehensive approach to ensuring that a client’s investments, taxes, estate planning, and insurance are properly planned to grow and protect their wealth.
“You worked hard to earn your money, and it is my job to make sure your money works hard for you in return.”
Through our affiliation with LPL Financial, we’re backed by the largest in-house research team of any independent broker/dealer in the United States. This means we have no proprietary products or conflicts of interest. Instead, we only select investments that align with your goals and best interest, not ours.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)”. Insurance products are offered through LPL or its licensed affiliates. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of Investment Center Advisor Group offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through Investment Center Advisor Group or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.