Built by family, Focused on yours
Our legacy of financial guidance began in 1982 when Col. Eddie Dunagan, USAF (Ret.), transitioned from military service to helping families plan for the future. His son, Rick, joined in 1990, strengthening a tradition built on trust and stewardship.
Today, CJ carries that legacy forward as the third generation in the family practice, bringing fresh perspective and renewed energy to our mission: delivering thoughtful, long‑term financial planning and disciplined portfolio management.
For more than 40 years, our family has 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.