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
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.
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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.
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Natalie Irwin
Operations Manager
Natalie joined LGT-FA in 2018 as the firm’s Operations Manager. She maintains organization for the firm. On a daily basis, Natalie manages LGT-FA’s software systems, compliance, and administrative duties. She supports advisors in many ways including, communicating to clients, creating and generating client specific reports, as well as servicing all client requests.
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What sets us apart?
Our affiliation with the experience and knowledge of Lane Gorman Trubitt, LLC, a highly respected accounting and advisory firm with a reputation for excellence, along with LGT Insurance Services, Inc.
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.
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