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Showing 151 to 160 of 531 results for Planning

  • Mindful Money: Building a Healthy Financial Mindset

    Discover how to cultivate a healthy money mindset with advice on financial values, social pressures and long-term planning.

  • Eric Trousil, CFA® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

  • Scott J. Gregory, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Scott uses his diverse experience and background to connect with his clients and identify their individual needs. He will work hard to help clients towards their financial goals through a conservative and disciplined strategy.

  • Wealth Strategy

    Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.

  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.

  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.

  • Questions about your financial priorities?

    We have answers. No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you.

  • Retirement Readiness: Building Financial Freedom

    Discover retirement readiness tips and strategies for your golden years. Join us as we explore financial planning, healthcare considerations and lifestyle adjustments to ensure you're fully prepared.

  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.

  • Nicole Geniesse, ChFC®, CLU®, CWS® SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager,  Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals.
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