We Work For You
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®
Director of Wealth Planning
James Guckenberg, JD
Senior Estate Specialist
Jamie Awe, CRPC®
Sr. Insurance Solutions Consultant
Kelsey Clair, CPA®, CPWA®
Senior Tax Specialist
Scott Grenier, CFP®, AEP®, CAP®
Manager of Estate Planning | Senior Vice President
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Toby Prestegaard, CFP®, CLU®, ChFC®, RICP®, CASL®, ChSNC®
Wealth Planner
Our Insights
Want to learn more about Financial Planning, Retirement, Social Security, Tax Planning or Estate Strategies? We have a wealth of resources.