Built by Family, Focused on Yours
Our legacy of financial guidance began in 1982 when my grandfather, Col. Eddie Dunagan, USAF (Ret.), transitioned from military service to helping families plan for the future. My father, Rick, joined him in 1990, strengthening a tradition built on trust and stewardship.
Today, as the third generation in our family’s practice, I bring a fresh perspective and renewed energy to the same mission: providing thoughtful, long‑term financial planning and disciplined portfolio management.
For more than 40 years, we’ve remained committed to a simple principle: your family’s future deserves the same care and dedication that has guided ours. We’re proud to continue a tradition where relationships matter as much as results.