The Team

Point To Point Wealth Planning

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Robert Allen

Robert Allen

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

BS Economics University of Delaware, Newark DE -1991

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Alex Stiner

Alex Stiner

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

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Our Staff

Debra Paraskiewicz

Debra Paraskiewicz

Client Service Manager

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant