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 20 years ago, he’s been able to help 100s of families plan for retirement well. From solving complex planning situations to guiding clients from work life into retirement, he knows how to create a step-by-step plan to get you to where you’d like to go.
Tim realized in early 2008 that the financial world is unnecessarily 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.
Luke HofsommerCFP®, CFA
Luke Hofsommer is a CFA charterholder and financial advisor 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 FordCFP®, CFA
Sean is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) who’s excited by serving our clients and helping reduce the anxiety that comes with making major money decisions.
Carolyn JohnsonClient 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.
Heidi HallAdministrative Assistant
Heidi is the caring voice you’ll hear when you call Streamline and she’s the first person to greet you when you visit the office. She’s available to assist you with your questions or will point you in the right direction.
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