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Schedule a Meeting

Schedule a virtual or in-person meeting with one of our advisors.

Grant C. Holdren, CFP®, CLU®, 2017, 2018, 2019, 2020 Five Star Wealth Manager

Grant has been a part of the financial services industry since 2003 with the focus on guiding clients to build, manage and protect their wealth. He is a Certified Financial Planner® (CFP®) and Chartered Life Underwriter ® (CLU ®).  He also holds his Life and Health Insurance licenses and his securities registrations (Series 7, 63, & 65).

Christopher J. Lyman, CFP® ChFC®CERTIFIED FINANCIAL PLANNER (TM)

Chris partners with clients to help structure their financial ideas and life goals, and then together form a comprehensive plan to achieve them.  Chris holds his Life, Accident, and Health Insurance licenses and his securities registrations (Series 7, 63, & 65).  He also holds the Certified Financial Planner® (CFP®) and Chartered Financial Consultant ® (ChFC ®) designations.

Joint meeting with Grant Holdren, CFP®, CLU® and Christopher J. Lyman, CFP®

Schedule a joint meeting with both Grant Holdren, CFP®, CLU®, and Christopher J. Lyman, CFP®. This appointment is a 60 minute virtual meeting.