Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Cathleen White

Cathleen White

Financial Advisor

Vice President
Visit Cathleen White's website

Team

Jill Eisenhart

Jill Eisenhart

Operations Leader