Our Qualifications

For over 13 years our advisors have helped individuals and businesses in Howard County with their financial planning needs. 



We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.


One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.


        Larry Rolland maintains the following licenses/certifications:



  • Certified Financial Planner

  • Series 7, Series 24 & Series 66 held through LPL Financial 

  • Life & Health Insurance, Long Term Care




        Bart Irwin maintains the following licenses/certifications:



  • Series 7, Series 63 & Series 65 held through LPL Financial

  • Life & Health Insurance




        Karen Munsey, LPL Registered Sales Assistant maintains the following licenses/certifications:



  • Series 7 & Series 66 held through LPL Financial

  • Life & Health Insurance




We are looking forward to using our experience to help you pursue your financial goals.