Brian Plunkett is a CFP® with five years of experience at Semper Financial and over 37 years as a CPA through his own firm, Brian Plunkett, CPA. He has worked with Semper Financial Advisors since 2011 and also operates an independent insurance agency selling term and long-term care insurance. Semper Financial Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, using a long-term, buy-and-hold strategy based on Modern Portfolio Theory. The firm is affiliated with a separate CPA practice and manages client assets on a boutique scale with a focus on diversified portfolios tailored to client goals and risk tolerance.

Kevin Plunkett is a financial advisor at Semper Financial with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Semper Financial and its affiliates since 2011. Semper Financial Advisors provides discretionary investment management and, upon request, written financial planning to individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified portfolios primarily composed of mutual funds and ETFs tailored to clients’ goals and risk tolerance.