How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Steven Ballard

Steven Ballard

JD, CRPC®, CFP®, AWMA®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven Ballard Visit Steven Ballard's website
Rhea Geary

Rhea Geary

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rhea Geary Visit Rhea Geary's website
Steven Nelson

Steven Nelson

CRPC®, AAMS®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Steven Nelson Visit Steven Nelson's website

Our team

Kalina Tasy

Kalina Tasy

Client Service Coordinator

Qualifications

  • Associates in Business Management
  • 10+ years in customer service

Roles & Responsibilities

  • Financial planning support
  • Prep and follow-up for meetings
  • Schedule client appointments
  • Manage calendars for financial advisors
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Dana Lensink

Dana Lensink

Client Service Coordinator

Roles & Responsibilities

  • Answering Phones
  • Meeting Prep/Filing
  • Customer Service
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Betsy Westphal

Betsy Westphal

Paraplanner,

Certified Long Term Care®

Qualifications

  • Series 7 Security Registration
  • Series 66 Security Registration
  • Life and Health Insurance
  • CLTC®
  • Over 14 years of experience
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