Who We Are

How do YOU make life-changing decisions?

Trusted, client-focused financial planning services.

That’s LGT Financial Advisors.

We offer personalized service for every aspect of your financial needs.

Finding a financial advisor is a deeply personal experience that is totally dependent on the relationship between the client and the professional.

It takes a thorough understanding of financial planning, wealth strategies, estate and gift planning, and other financial solutions to gain and earn a client’s loyalty.

Our relationships are based on a true partnership, with customized plans created for individual and business needs.

Through an in-depth consultation, we analyze your situation to create a personalized investment strategy.

Most of all, we help you completely understand all suitable options.

Meet our LEADING ADVISORS

Scott Gunn, JD, CFP®, CPFA

Partner

Scott’s responsibilities include investment management and holistic financial planning advice. Scott works with business owners, senior-level Fortune 500 executives, professional athletes, and other high net worth individuals.  Scott serves as LGT-FA's Chief Compliance Officer, and oversees the due diligence process on the firm’s investment strategies.

VIEW PROFILE

Miller Bentley

Financial Advisor

Miller leads our employee benefit planning group and oversees the investment management process for the firm. Mr Bentley consults with business owners and employees to strategize and implement sufficient retirement plans. As a member of the National Social Security Association, Miller also advises individuals on Social Security planning.

VIEW PROFILE

Alisha Reilly, CFP®

Financial Advisor

Focusing her work on women’s wealth management, Alisha quickly progressed towards full-time advisor. In 2015 she became a CERTIFIED FINANCIAL PLANNER™, and worked with clients to build practical, holistic financial plans. Alisha typically guides business owners and high net worth individuals through a goals-based wealth journey to ensure financial success.

VIEW PROFILE

What sets us apart?

All our companies offer a full range of business, accounting, and financial services for individuals and businesses.

Wealth Strategies

Financial Planning

Investment Management

Asset Preservation Strategies

Business Consulting

Business Succession Planning

Buy/Sell Strategies

Employee Benefit Plan Implementation

Estate and Gift Planning

Insurance Strategies

Retirement Planning Services

Talk to one of our financial advisors today and let's partner together for your future.

GET IN TOUCH

Talk to one of our financial advisors today and let's partner together for your future.

GET IN TOUCH

Trusted, results-oriented financial planning services.

That’s LGT Financial Advisors.

Through an in-depth consultation, we analyze your situation to create a personalized investment strategy.

Most of all, we help you completely understand all suitable options.

All our companies offer a full range of business, accounting, and financial services for individuals and businesses.