Iggy Flynn

Schedule an Appointment: Fill out this form

As our firm’s beloved Chief Energy Officer, Iggy the Golden Labrador Retriever brings unmatched enthusiasm, positivity, and tail‑wagging motivation to the office each day he visits. With a natural talent for lifting spirits and fostering connection, Iggy ensures that clients and team members alike feel welcomed the moment they walk through the door.

A master of morale-boosting, Iggy excels at greeting visitors, supervising snack breaks, and maintaining a cheerful work environment. When he’s not offering emotional support during financial planning meetings, you can find him diligently patrolling the office for dropped treats, napping in sunny spots, or encouraging team members to take well‑deserved walking breaks.

Iggy embodies the values we strive to bring to our client relationships—loyalty, calm confidence, and unwavering trust. Whether he’s offering a gentle nuzzle or simply being a comforting presence, he reminds us daily that planning for the future is best done with a steady companion by your side.

Specialties: boosting office morale, client hospitality, fetch, strategic napping
Favorite Investment Strategy: anything with long-term treat returns