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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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Laurence Plummer Sr.



A man who would prove himself to be one of the the most respected, decorated, and accomplished professionals in the financial advising industry began his lifelong journey in a rather unlikely place: the small industrial town of...

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L.V. Plummer Jr., CFP®, MBA

Investment Adviser & Certified Financial Plannerâ„¢ Practitioner


Upon following his father’s footsteps and entering the business in 2012, LV Plummer Jr believed wholeheartedly that he was meant to be a catalyst of progress for the Plummer Financial firm. Early in his career, he decided to set...

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