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“At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.”
YOUR TEAM
Dave Zoller
CFP®
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.
Tim Meisenheimer
CFP®, CFA
Tim has been helping families for over 13 years leverage their wealth to change the world. He combines all parts of our clients' financial lives to create a coordinated plan that positions them for the greatest amount of impact.
Luke Hofsommer
CFP®, CFA
Luke Hofsommer is a CFP® and CFA charterholder who’s been helping clients plan their future for over 5 years. He is passionate about helping people make good financial decisions that they will be proud of in the future.
Sean Ford
CFP®, CFA, RICP®
Sean is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Retirement Income Certified Professional (RICP®) who’s excited by serving our clients and helping reduce the anxiety that comes with making major money decisions.
Matt Fuhrman
CFP®, EA
Matt is a CFP® with a background in tax and accounting. He has helped clients optimize the financial and non-financial aspects of their lives for over 7 years through wise management of their resources. His favorite part of working with people is helping to remove their burdens by coming alongside them as their partner and advocate.
Carolyn Rausch
FPQP®, Client Service Specialist
The amount of paperwork that’s needed in the financial industry can sometimes be overwhelming for our clients. Carolyn’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing. She’ll also help you with any account-related questions that come up.
Caitlyn Karl
CRPC®, Team Administrator
Caitlyn is Series 7 & 66 registered and has 8 years of experience caring for clients in the Wealth Management industry. She welcomes new clients into our Streamline Family and walks alongside them while making the transfer process as seamless as possible.
Melissa Cabral
Client Service Associate
Melissa manages our Client Service Matrix to ensure you’re getting the best care possible from our team. You can reach out to her in order to schedule meetings with your advisor.
Bill Holbrook
Executive Coach
Bill has over 15 years of experience leading teams and individuals to achieve remarkable results. He conducts workshops and trainings across the U.S. for both for-profit and non-profit sectors. He specializes in executive leadership, team building, employee engagement, and tools like Gallup StrengthsFinder, Emotional Intelligence, and Myers-Briggs. As a coach, he helps clients create transformative changes in their lives and organizations.