Personalized, professional support for your financial goals

ABOUT US

Laramie’s trusted financial partner for
wealth management and retirement plans

LEARN MORE

OUR SERVICES

Unique and customized solutions for
your financial needs

LEARN MORE

ABOUT US

Laramie’s trusted financial partner for
wealth management and retirement plans

LEARN MORE

OUR SERVICES

Unique and customized solutions for
your financial needs

LEARN MORE

“Our clients aren’t just numbers, and every relationship is different. We like to spend time with you face-to-face as often as you need to make sure you feel comfortable with your financial plan.”

SHANNON MARKLE

Financial Advisor, CRPC®

“I like that we keep a relaxed atmosphere and get to know our clients on a personal level. Shannon and Leslie brainstorm the best solution for each client – that makes me proud to be part of the team.”

MELISSA LAMEY

Executive Assistant

“It is important to me that clients understand their investments. I want them to feel they have options for the best fit for their comfort level and needs.”