Advisor profile


My approach

Hillari Runsat - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Hillari Runsat - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Psychology - Michigan State University, 2014
  • Masters of Business Administration - University of Wisconsin Eau Claire, 2019

Interests

Outside of work I spend most of my time surrounded by friends and family. I enjoy golfing, playing volleyball, travelling and cooking. I also have a new baby girl and a young Red Fox Labrador named Rey that keep my husband and I very busy!