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FINANCIAL FREEDOM
Our mission is to improve the retirement readiness of American workers.
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PURSUING SUCCESS BY
WORKING TOGETHER
A highly effective team to support your benefits
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LEARN MORE ABOUT OUR PRACTICE

WHY US?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

About Us

A cornerstone of investment consulting is the recognition that everyone’s economic situation is unique. Personalized service is essential.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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OUR SERVICES

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

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OUR TEAM

Learn more about our amazing team of professionals

Brian Whinnery

President

Jim Miley

Managing Director

Dan Armstrong

Managing Director & Executive VP

Anna Kraemer

Senior Relationship Manager

Suzanne Mahowald

Vice President

Grace Ginther

Retirement Plan Consultant

Greg Klein

Vice President

Kathryne Connell

Manager of Tax and Finance

Dan O’Brien

VP of Participant Engagement