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Welcome To Plummer Financial Services

We'll Help You Climb Your Ideal Financial Mountain

We partner with our valued clients to provide them with a highly customized, ongoing, and personal financial planning experience that is designed to last through multiple generations. Our core philosophy is centered around the idea that the financial decisions that we make today have the potential to ripple through the ages, affecting loved ones well beyond our own lifetimes. Our objective, unbiased, and relationship-focused approach has helped guide many clients towards their financial goals and dreams for over three decades. We believe that wealth management is one of the most important services that an individual will seek, and that no financial plan should be one size fits all.

Our Team

L.V. Plummer

L.V. Plummer Jr., CFP®, MBA

Investment Adviser & Certified Financial Plannerâ„¢ Practitioner

Lauren Duncan

Lauren Duncan

Lead Operations Manager

Anna Schall

Executive Assistant

LeNita Virdure

Client Relationship Specialist

Whitney Williams

Client Service Specialist

What We Do

Comprehensive Financial Planning

Goals-Based Financial Planning

Retirement Planning


Term and Variable Life Insurance

Personal Financial Management

Estate Planning Strategies

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