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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


David L. Bolick, CFP®



David Bolick is a CERTIFIED FINANCIAL PLANNER™ with over 26 years experience in the investment, insurance, and financial services industry. He has developed a process, The BALANCE FORMula to help provide portfolio management and...

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Mitzi Jackson

LPL Registered Administrative Assistant



Mitzi Jackson joined Bryant & Bolick Financial Services, Inc. in 2005 as a registered assistant specializing in exceptional client service and office support.

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