THINKING ABOUT YOUR RETIREMENT?
Our Free Planning Session Can Help You Take Control Of Your Retirement & Financial Life.
“In our 24 years of experience, these are the 3 things we hear most often …”
WILL I HAVE ENOUGH TO DO THE THINGS MOST IMPORTANT TO ME?
AM I INVESTED THE RIGHT WAY FOR THE NEXT STAGE OF LIFE?
HOW DO I CONTINUE TO HAVE IMPACT AND INFLUENCE AFTER I RETIRE?
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 MeisenheimerCFP®, 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 HofsommerCFP®, 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 FordCFP®, 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.
Carolyn RauschFPQP®, 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 KarlCRPC®, Client Service Associate
Caitlyn is Series 7 & 66 registered and has over 5 years of experience caring for clients in the Wealth Management industry. She manages our Client Service Matrix to ensure you’re getting the best care possible from our team. She’s also here to help you get answers to any questions you might have about your accounts.
Bill HolbrookTeam Strengths Coach
Bill helps our team become the best version of themselves. He works with clients to help them navigate career transitions.
Mark RichardsOperations Specialist
Mark designs and manages the systems, processes, and general operations that enable us to succeed and serve our clients well. He has a background in management consulting and corporate innovation.