Dolen & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.



Advisors

Advisor photo for Kevin Dolen

Kevin Dolen

CFP®, CRPC, APMA®, CPWA®, ChFC®

Private Wealth Advisor

Franchise Owner
Visit Kevin Dolen's website
Advisor photo for Garrett Smith

Garrett Smith

CPA

Financial Advisor

Visit Garrett Smith's website


Team

Melanie S. Moore

Melanie S. Moore

Operations Manager

Qualifications

  • Series 7, 63, 65

  • Life & Health

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