Broker Check

Team

Nicholas J. Reiland, CFP®, ChFC®

Managing Partner, Certified Financial PlannerĀ®

Nick began his career as a Financial Advisor in 2001. He works collaboratively with his clients to build customized financial plans and manage their hard-earned assets. His tax efficient approach and realistic strategies allow clients...

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Timothy Kuntz, CFP®

Managing Partner, Certified Financial PlannerĀ®

Tim began his career in the financial service industry in 2013. He has gained a unique perspective on comprehensive financial planning, investment management, and estate planning from his many mentors. Tim has advanced quickly in his...

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Diane M. Simonaitis

Executive Assistant

After almost 30 years in Education, Diane made a career change and is now happily doing her ‘Dream Job’ in an office supporting Financial Planners.  She enjoys making a difference...

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