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

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Our advisors

Advisor photo for Robert Allen

Robert Allen

CRPC, APMA®

Private Wealth Advisor

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

Kathy J Bauers

ChFC®, CDFA®, APMA®

Private Wealth Advisor

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

Darren DeMars

MBA, APMA®

Financial Advisor

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

James W Hayes

CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor

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

Christopher Malmstrom

MSFP, CRPC, APMA®, CAP®, AEP®

Financial Advisor

Learn more about Christopher Malmstrom Visit Christopher Malmstrom's website
Advisor photo for Lauren Cooper

Lauren Cooper

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Lauren Cooper Visit Lauren Cooper's website
Advisor photo for Nicole E Brown

Nicole E Brown

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nicole E Brown Visit Nicole E Brown's website
Advisor photo for Nicholas Kayatta

Nicholas Kayatta

CFP®, APMA®

Financial Advisor

Learn more about Nicholas Kayatta Visit Nicholas Kayatta's website
Advisor photo for Christopher Clarke

Christopher Clarke

APMA®, CRPC

Financial Advisor

Learn more about Christopher Clarke Visit Christopher Clarke's website
Advisor photo for Sofia Portante

Sofia Portante

CFP®, APMA®

Associate Financial Advisor

Learn more about Sofia Portante Visit Sofia Portante's website
Advisor photo for Kris Sweringen

Kris Sweringen

CRPC

Associate Financial Advisor

Learn more about Kris Sweringen Visit Kris Sweringen's website


Our 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

Cassandra Norris

Cassandra Norris

Client Relationship Manager

Jill Confer

Jill Confer

Client Relationship Manager

Betsy Mitchell

Betsy Mitchell

Office Manager

Karen Gebhart

Karen Gebhart

Receptionist

Ameera Meade

Ameera Meade

Marketing Specialist