The Team

Point To Point Wealth Planning

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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Our Staff

Debra S. Paraskiewicz

Debra S. Paraskiewicz

Administrative Assistant

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant