Our clients increasingly require a coordinated approach to their planning and financial needs. I am committed to this approach. To further this goal, our office is conveniently co-located with other independent advisors bringing a wealth of experience and expertise to our clients – all available under one roof. Our “One Roof Planning Team” also includes:

• Adam M Warnke – Attorney and Principal, Adam M. Warnke Elder Law and Estate Planning
• Nancy L Beck – CFP and Founder of Beck Financial Strategies
• Jason Kieninger – CPA JMK CPA Group
• John White – Senior Insurance and Medicare Specialist
• Elizabeth Drury – Registered Associate, Beck Financial Strategies
• Andrea Sachs – Director of Client Services, Beck Financial Strategies