THINKING ABOUT YOUR RETIREMENT?

WE’RE HERE FOR YOU.

“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

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.

Toby Meisenheimer

Toby Meisenheimer

CFP®

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 Meisenheimer

Tim Meisenheimer

CFP®

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 decision.

Luke Hofsommer

Luke Hofsommer

CFP®, 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 Ford

Sean Ford

CFP®

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 Johnson

Carolyn Johnson

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.

Heidi Hall

Heidi Hall

Administrative 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.

Want to see if a free planning session is right for you?