Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Brandon Donahue
Financial Representative
With a background in accounting and a strong foundation in both corporate and hands-on financial roles, Brandon helps clients make sense of their financial picture and build strategies that support long-term goals. His ability to...
Joe P Cunningham, Jr., CFP®
Financial Advisor
joe Cunningham Jr., CFP r has been a Financial Advisor since 1985. A graduate of Northwester State University, Joe's practice focuses on financial planning and wealth management for individuals and families. As a CERTIFIED FINANCIA...
Sheryl Huffman
Admin Assistant
Sheryl is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative...