Your Partners in Retirement
Meet our team of professionals dedicated to helping you plan for your retirement.
Jim Saulnier, CFP®
Founder & Financial Planner
Chris Stein, CFP®
Financial Planner & Data Analyst
Thomas “Greg” Darden, CLTC, Candidate for CFP®
Financial Planner & Long Term Care Analyst
Robert “Scott” Roark, Ph.D.
Investment Consultant
Bob Palechek, CPA
Tax Planner & Analyst
Laura Evans
Executive Assistant & Office Manager
Brett Smaller
Office Administrator
Shauna Jekel
Marketing Coordinator
