Point To Point Wealth Planning

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

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Team photo for Point To Point Wealth Planning
Team photo for Point To Point Wealth Planning

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Advisors

Advisor photo for Kathy J Bauers

Kathy J Bauers

CDFA®, APMA

Financial Advisor

Visit Kathy J Bauers's website
Advisor photo for Robert Allen

Robert Allen

APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Robert Allen's website
Advisor photo for Lauren Cooper

Lauren Cooper

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lauren Cooper's website
Advisor photo for Darren DeMars

Darren DeMars

MBA

Financial Advisor

Visit Darren DeMars's website
Advisor photo for Nicole E Magnusson

Nicole E Magnusson

APMA, CRPC

Financial Advisor

Visit Nicole E Magnusson's website
Advisor photo for Christopher Malmstrom

Christopher Malmstrom

MSFP, CRPC, APMA, CAP®, AEP®

Financial Advisor

Visit Christopher Malmstrom's website
Advisor photo for Nicholas Kayatta

Nicholas Kayatta

APMA

Financial Advisor

Visit Nicholas Kayatta's website
Advisor photo for James W Hayes

James W Hayes

CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor

Visit James W Hayes's website


Team

Lisamarie Balco

Lisamarie Balco

Client Relationship Manager

Karen Gebhart

Karen Gebhart

Business Development Specialist

Betsy Mitchell

Betsy Mitchell

Administrative Assistant

Melissa Porto

Melissa Porto

Client Relationship Manager

Alex Stiner

Alex Stiner

Financial Planning Specialist

Sean Stiner

Sean Stiner

Financial Planning Assistant

Jenna Walczak

Jenna Walczak

Operations Manager