Battlefield Wealth Planning

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Tracey Vollmer

Tracey Vollmer

Financial Advisor

Visit Tracey Vollmer's website
Patrick Langdon

Patrick Langdon

Private Wealth Advisor

Visit Patrick Langdon's website
Ted Kirkpatrick

Ted Kirkpatrick

Financial Advisor

Visit Ted Kirkpatrick's website
Thomas Huszcza

Thomas Huszcza

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Thomas Huszcza's website

Team

Joanne C. Neal

Client Service Specialist

Nancy Welch

Financial Planning Assistant

Emily Wile

Office Manager