por·ter/ˈpôrdər/:
the person that carries the load; they make sure everything you need is where you need it, when you need it
guide /gīd/:
the person that shows you the way, points out landmarks and dangers along your journey
Your Team
We believe greatness is achieved by a team
We want to get to know you
Schedule a time to stop in and meet us
Brad Bishop
Financial Advisor
How I can help: Estate, Tax, Retirement, Business and Special Needs Planning
Faith Geating
Research Analyst
How I can help: Portfolio management, rebalancing, risk management, and asset allocation
Jimmy Kustra
Operations Specialist
How I can help: Account Opening, Distributions, Beneficiary Updates
Suzanne Randall
Office Manager
How I can help: Scheduling, account information updates, contact updates, and basically anything else that you may need
Your Retirement Plan
Our job is to build a retirement plan you understand and feel confident in
Our plans are overbuilt to prepare for the unexpected
Our goal is a retirement that you can enjoy
Your Investments
We believe in a tailored 3 bucket investment plan:
Bucket 1:
2 years of expenses protected from market declines
Bucket 2:
Conservative investments to weather a long downturn
Bucket 3:
Investment focused on long-term growth throughout retirement
Investment Process
Gather data on over 27,000 mutual funds, 700 strategy managers and 900+ alternative investments
Put each investment through a 139 point inspection. Filtering investments to our strict list of 40 investments
Further inspection through research, quarterly calls, and interviews to ensure each investment continues to meet our strict standards
We build an investment portfolio made up of 3 buckets that fit your risk tolerance and your time horizon
