“It’s not an understatement; their guidance and expertise have truly shaped my financial stability.”
Financial security is tied to well-being, and Tom and Hanna have provided peace of mind through life experiences.
A very structured thought partner, Tom, guided us through unique challenges. When my wife was diagnosed with a terminal illness, we accelerated our dream of having more children and a cabin on the lake while she was still alive.
An active partnership with Tom and Hanna helped us achieve those goals and got me through the illness. Our continued planning gives me confidence as a survivor, parent and provider to our two children.
It’s not an understatement; their guidance and expertise have truly shaped my financial stability.
Aileen Guiney, client
Corporate Compliance & Ethics Attorney
“The genuine thoughtfulness, care and concern that Tom and his team continue to provide have made them trusted advisors.”
As a client for 25+ years, I’ve appreciated that Tom and his team lead with an individualized approach to financial planning. The foresight and options presented have delivered financial security for me. I’ve reached my goals of retiring early, charitable giving and traveling extensively. More so, the genuine thoughtfulness, care and concern that Tom and his team continue to provide have made them trusted advisors.
Mary Kay Krupka, client
Retired Human Resources Executive
“Hanna is honest, reliable and a straight shooter.”
Hanna has allowed me to see my possibilities different than I did before. I’m averse to finances, and she is willing to take the time to walk me through everything, repeatedly if needed. From helping me understand corporate benefits such as stock options to financing a new business venture, she has put me in a position to win. She’s honest, reliable and a straight shooter.
Nacole Wheatley, client
Human Capital Management Professional
Business Owner