Battlefield Wealth Planning

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


close

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

View Larger


Advisors

Patrick Langdon

CRPC

Private Wealth Advisor

Visit Patrick Langdon's website

Thomas Huszcza

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Thomas Huszcza's website

Tracey Vollmer

Financial Advisor

Visit Tracey Vollmer's website


Team

Joanne Neal

Joanne Neal

Client Service Specialist

Qualifications

  • Associates Degree - Business Management

Roles & Responsibilities

  • Coordinate client meetings and client services
View more
Nancy Welch

Nancy Welch

Financial Planning Assistant

Amy Dorn

Office Manager