Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Patrick Langdon

Patrick Langdon

CRPC

Private Wealth Advisor

Learn more about Patrick Langdon Visit Patrick Langdon's website
Advisor photo for Joanne Marie Claypoole

Joanne Marie Claypoole

Financial Advisor

Client Service Specialist
Learn more about Joanne Marie Claypoole Visit Joanne Marie Claypoole's website
Advisor photo for Thomas Huszcza

Thomas Huszcza

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Thomas Huszcza Visit Thomas Huszcza's website


Our team

Nancy Welch

Nancy Welch

Financial Planning Assistant

Amy Dorn

Amy Dorn

Office Manager

Qualifications

  • Bachelor's Degree - Sociology

Roles & Responsibilities

  • Office Management, Daily Business Operations, Socia Media Management and Event Coordination
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