The Team

Point To Point Wealth Planning
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

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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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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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 Paraskiewicz

Debra Paraskiewicz

Client Service Coordinator

Erin Lacey

Erin Lacey

Business Development Manager