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

Financial Advisor

Visit Kathy J Bauers's website
Robert Allen

Robert Allen

Private Wealth Advisor

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Lauren Cooper

Lauren Cooper

Financial Advisor

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Darren DeMars

Darren DeMars

Financial Advisor

Visit Darren DeMars's website
Nicole Magnusson

Nicole Magnusson

Financial Advisor

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Christopher Malmstrom

Christopher Malmstrom

Financial Advisor

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Alex Stiner

Alex Stiner

Financial Advisor

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Team

Debra S. Paraskiewicz

Debra S. Paraskiewicz

Administrative Assistant

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant