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One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.
Since Toby founded Streamline 18 years ago, he’s seen it all. From complex planning situations to guiding clients from work life into retirement, he know what works and how to create a step by step plan to get you where you’d like to go.
Tim realized in early 2008 that the financial world is unessecarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decisions.
PaulClient Service Manager
Nobody likes receiving the reams of paper from financial institutions. That’s why Paul makes it as easy as possible for you whenever you have account related questions.
PattClient Service Specialist
The amount of paperwork that’s needed in the financial industry can be a big pain for our clients. Patt’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing.
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