Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.
Robert Chess has worked in the Financial Services industry since 1984. Wanting to provide estate and retirement planning services at their best, Bob is a Certified Financial Planner (CFP), a Certified Fund Specialist (CFS), a...
Sam has 31 years in the Financial Services Industry. She began her career in 1990 in banking as a teller to eventually working her way up the ranks to supervisor of the consumer lending processing centers. In 2004 she joined the team...
Jonathan Beaton joined the Estate Solution Planners team in December of 2021. Jon is a Retirement Income Certified Professional (RICP) and brings years of experience in retirement and legacy planning. Jon works to understand the...
Kathy has spent the last twenty years teaching English at two local universities. In addition to scheduling appointments, completing and processing investment paperwork, reviewing data feeds, she will also assist with the quarterly...