Community First Investment Group, located at 100 N Washington St., Suite A (Kokomo, IN), has provided wealth management services to individuals, professionals and small businesses since 2007. We transitioned to LPL Financial LLC, the nation’s largest independent broker-dealer (as reported by Financial Planning magazine, 1996-2025, based on total revenue), in January of 2019.
Karen Munsey, Larry Rolland, Ben Harris, Alex Watkins, Eleni Robinson and Sam Duke, our investment and support team, have over 50 years of combined experience and bring knowledge, guidance, and compassion to every client interaction.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and aim to provide you with only the highest quality information, services, and products to help you pursue your financial goals.
Beyond helping our clients work toward their financial goals, we are proud members of our community and serve on various boards and volunteer at various community activities throughout the year.
