Broker Check

6

Advisors

40

Years of experience

3

Local Offices

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. 


Wealth Management

Products
& Services

Learn more



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

Learn more


Take Control with a Personal Financial Website.

Learn more


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.

Learn more

Tips and Resources

The latest topics in our library to Inform and Inspire.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
Learn More

Our Experts

Learn How We Can Help You

Schedule a Meeting