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.


Advisors

Kathy J Bauers

Kathy J Bauers

ChFC®, CDFA®

Financial Advisor

Chartered Financial Consultant®
Visit Kathy J Bauers's website
Robert Allen

Robert Allen

CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Robert Allen's website
Lauren Cooper

Lauren Cooper

CFP®, BFA, CRPC®, APMA®

Financial Advisor

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

Darren DeMars

MBA, APMA®

Financial Advisor

Visit Darren DeMars's website
Nicole Magnusson

Nicole Magnusson

Financial Advisor

Visit Nicole Magnusson's website
Christopher Malmstrom

Christopher Malmstrom

Financial Advisor

Visit Christopher Malmstrom's website
Alex Stiner

Alex Stiner

Financial Advisor

Visit Alex Stiner's website

Team

Debra Paraskiewicz

Debra Paraskiewicz

Client Service Coordinator

Melissa Porto

Melissa Porto

Financial Planning Assistant