How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Bart Metzler

Bart Metzler

CFP®, CRPC®, CLU®

Private Wealth Advisor

Business Financial Advisor
Visit Bart Metzler's website
Michael Broughton

Michael Broughton

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Broughton's website

Team

Beth Kiernan

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance Licenses
  • Began with Ameriprise in February, 2000 and joined the Metzler practice in November, 2004.

Roles & Responsibilities

  • Placing & Monitoring Trades
  • Tracking & Monitoring Client Accounts
  • Investment Research
  • Summary Letters & Financial Plan Deliverables
  • Compliling Data for Client Meetings
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Kim Rafferty

Operations Manager

Qualifications

  • Joined the Metzler practice in January, 2007.

Roles & Responsibilities

  • Assisting with Client Service Needs
  • Compiling Data for Client Meetings
  • Processing Applications & Paperwork
  • Tracking & Monitoring Client Accounts
  • Oversees Daily Office Activities
  • Manages On-line Presence
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