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You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully reach your goals.

Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

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History

My experience may help direct your financial future. I pride ourselves on being an integral part of our clients' lives.

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Values

Honor. Integrity. Commitment. My values are at the forefront of my practice and guide every decision I make.

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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Our Team

Chris Dolan

Senior Financial Planner

Katherine Schoen

Vice President Baird Capital-US Private Equity

Leo Whitt

Business Owner Solutions Managing Director

Nic Reisenbichler

Manager of Investment Products

Rick Holman

Senior Estate Planner

Scott Grenier

Manager of Estate Planning | Senior Vice President

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