Helping to smooth out the financial issues in your life
Inevitably, life changes – but when it does, there is always someone on your team here to help. Our three lead advisors have over 80 years of combined experience in the financial services industry. We hold many professional designations in key wealth management areas, indicative of our commitment to expanding our knowledge to best serve you.
Are you planning on selling a business? Mike Fowler focuses on the needs of businesses and the owners and executives who manage them. He addresses both their personal needs and commercial banking needs, with insightful strategies for addressing employee benefits, estate, retirement, insurance, college and business succession.
Are you going through a life transition such as divorce or the loss of a spouse? Jennifer Anders focuses on guiding women (and men) through this sensitive time. She approaches delicate conversations from the standpoint of being a friend, showing great empathy for their situation and helping them take each step forward.
Are you nearing or in retirement? Our team is big on retirement and longevity planning. We have in-depth knowledge and have courtesy vendors that are experts of important matters like Medicare, Social Security optimization, and other longevity planning needs such as fraud monitoring, health care concierge, and legacy planning.
our Team
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
