Your Team

Doug Head Shot

Doug Warren, ChFC®

Managing Partner | Wealth Advisor

I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Kenny Lane Headshot

Kenny Lane III, FSCP®

Partner | Wealth Advisor

I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Brett Temp Head Shot

Brett Bly, J.D., WMCP®, FSCP®

Partner | Wealth Advisor

I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.