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6

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40

Years of experience

3

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We Stay Focused on Market Trends, so You Don't Have To

Our Financial Experts

Our Financial Experts

You have questions; we have answers. Our wealth planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our team will develop comprehensive strategies that empower you to make educated financial decisions.

Though using one-size fits all strategies may be the common approach, as fiduciaries we specialize in tailoring plans to fit your current situation while laying a foundation to pursue future growth. From providing forward-thinking investments to estate planning strategies, we strive to help promote your total financial independence.

Your Financial Goals

Your Financial Goals

At First Investment Services, we specialize in helping our clients gain financial freedom. With industry experience spanning over 4 decades, our team can advise you on a range of objectives, from investment advice and insurance coverage to financial planning and more.

No matter where you are in lifejust getting started, investing for the future, or navigating through retirement, our products and services are designed to give you confidence in meeting your financial goals.


Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 


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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of First Investment Services or LPL Financial.

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Take Control with a Personal Financial Website.

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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. LPL Financial, a registered investment advisor.

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Tips and Resources

The latest topics in our library to Inform and Inspire.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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