Battlefield Wealth Planning

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Battlefield Wealth Planning
Team photo for Battlefield Wealth Planning

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Advisors

Advisor photo for Patrick Langdon

Patrick Langdon

CRPC

Private Wealth Advisor

Visit Patrick Langdon's website
Advisor photo for Thomas Huszcza

Thomas Huszcza

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Thomas Huszcza's website
Advisor photo for Joanne Marie Claypoole

Joanne Marie Claypoole

Financial Advisor

Client Service Specialist
Visit Joanne Marie Claypoole's website


Team

Nancy Welch

Nancy Welch

Financial Planning Assistant

Amy Dorn

Amy Dorn

Office Manager