The Team

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.

Our Advisors

Kathy J Bauers

Kathy J Bauers

Financial Advisor

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Designations

ChFC®, CDFA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BS Bachelor of Science, University of Delaware, Newark, DE, 1993
CA Insurance #0C55026

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Lauren Cooper

Lauren Cooper

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

University of Wisconsin, Madison- Bachelor of Arts, 2006

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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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Darren DeMars

Darren DeMars

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business

Education

MBA from University of Delaware, Masters of Business Administration, General Business

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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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Nicole Magnusson

Nicole Magnusson

Financial Advisor

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Top Areas of Focus

  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans

Education

BS Bachelor of Science, Human Services, University of Delaware, Newark, DE

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Our Staff

Debra S. Paraskiewicz

Debra S. Paraskiewicz

Administrative Assistant

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant