Joshua Denning & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Sara Hennigar

Sara Hennigar

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Sara Hennigar's website
Walter Stephens

Walter Stephens

Associate Financial Advisor

Visit Walter Stephens's website
Bronson Helt

Bronson Helt

CLTC®, APMA®

Associate Financial Advisor

Visit Bronson Helt's website
Randy Kartawich

Randy Kartawich

CFP®

Associate Financial Advisor

Visit Randy Kartawich's website

Team

Peg Mohrfeld

Peg Mohrfeld

Administrative Assistant

Anna Robbins

Anna Robbins

Paraplanner

Julia Jackson

Julia Jackson

Administrative Assistant