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.

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

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Advisors

Tracey Vollmer

Financial Advisor

Visit Tracey Vollmer's website

Patrick Langdon

CRPC

Private Wealth Advisor

Visit Patrick Langdon's website

Thomas Huszcza

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Thomas Huszcza's website


Team

Joanne C. Neal

Client Service Specialist

Nancy Welch

Financial Planning Assistant

Amy Dorn

Office Manager