Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Financial Planning for Small Business
  • Retirement Income Strategies
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Confluence Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024-2026

Community participation

June 2015-2016 – Food drive to feed the homeless; our second year Food Drive in conjunction with our Shred Day and our clients more than exceeded expectations, collecting enough food to fill an SUV!

October 2012-2015 – Walk to Remember; a cause near to the Tolan hearts in honor of Ryan and Heather's daughter. Family and friends support each year at the “Walk to Remember Foundation.” An organization that helps support families who have lost a child in pregnancy, still born & SIDS.

November 2015 – Feeding the Homeless Thanksgiving Dinner We were fortunate to have the opportunity to help with serving & collecting donations.

Honored to be recognized in Forbes

All of us at Confluence Wealth Management Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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