THINKING ABOUT YOUR RETIREMENT?
WE’RE HERE FOR YOU.
Our Free Planning Session Can Help You Take Control Of Your Retirement & Financial Life.
“In our 22 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?
YOUR NEXT STEPS
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®, CFATim 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®, CFALuke 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.
Carolyn Rausch
Client Service SpecialistThe 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.
Alex Ferguson
Director of OperationsAlex is an operational professional with a history in nonprofits and private equity organizations. He's passionate about operational and systems efficiency, he works to enable the Streamline team to maximize their time spent with our clients; what we care about most.
Caitlyn Karl
Client Service AssociateCaitlyn 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.