Point To Point Wealth Planning

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Point To Point Wealth Planning
Team photo for Point To Point Wealth Planning

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Advisors

Advisor photo for Robert Allen

Robert Allen

CRPC, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Robert Allen's website
Advisor photo for Kathy J Bauers

Kathy J Bauers

ChFC®, CDFA®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Kathy J Bauers's website
Advisor photo for Darren DeMars

Darren DeMars

MBA, APMA®

Financial Advisor

Visit Darren DeMars's website
Advisor photo for James W Hayes

James W Hayes

CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor

Visit James W Hayes's website
Advisor photo for Christopher Malmstrom

Christopher Malmstrom

MSFP, CRPC, APMA®, CAP®, AEP®

Financial Advisor

Visit Christopher Malmstrom's website
Advisor photo for Nicole E Brown

Nicole E Brown

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Nicole E Brown's website
Advisor photo for Lauren Cooper

Lauren Cooper

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Lauren Cooper's website
Advisor photo for Nicholas Kayatta

Nicholas Kayatta

CFP®, APMA®

Financial Advisor

Visit Nicholas Kayatta's website
Advisor photo for Christopher Clarke

Christopher Clarke

APMA®

Financial Advisor

Visit Christopher Clarke's website


Team

Jenna Walczak

Jenna Walczak

Operations Manager,

Behavioral Financial Advisor
Alex Stiner, CFP®, RICP®

Alex Stiner, CFP®, RICP®

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Brian Rogers

Brian Rogers

Financial Planning Analyst,

Chartered Retirement Planning Counselor™
Sean Stiner

Sean Stiner

Financial Planning Specialist,

Chartered Retirement Planning Counselor™
Melissa Porto

Melissa Porto

Client Relationship Manager

Betsy Mitchell

Betsy Mitchell

Office Manager

Karen Gebhart

Karen Gebhart

Receptionist

Ameera Meade

Ameera Meade

Marketing Specialist

Cassandra Norris

Cassandra Norris

Client Relationship Manager

Jill Confer

Jill Confer

Client Relationship Manager