Point To Point Wealth Planning

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Robert Allen

Robert Allen

Private Wealth Advisor

Visit Robert Allen's website
Kathy J Bauers

Kathy J Bauers

Financial Advisor

Visit Kathy J Bauers's website
Lauren Cooper

Lauren Cooper

Financial Advisor

Visit Lauren Cooper's website
Darren DeMars

Darren DeMars

Financial Advisor

Visit Darren DeMars's website
Nicole Magnusson

Nicole Magnusson

Financial Advisor

Visit Nicole Magnusson's website
Christopher Malmstrom

Christopher Malmstrom

Financial Advisor

Visit Christopher Malmstrom's website
Alex Stiner

Alex Stiner

Financial Advisor

Visit Alex Stiner's website

Team

Debra Paraskiewicz

Debra Paraskiewicz

Client Service Coordinator

Erin Lacey

Erin Lacey

Business Development Manager

Roles & Responsibilities

  • Completes applications, forms and proposals
  • Once business submitted, tracks for completion and notifies servicing advisor of status.
  • Based on advisor notes, responsible for post meeting summary letters for mid year reviews.
View more
Melissa Porto

Melissa Porto

Financial Planning Assistant