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®
Retirement Planner, Data Analyst, & Instructor at Colorado State University

Thomas “Greg” Darden, CFP®, CLTC®
Long Term Care Analyst

Robert “Scott” Roark, Ph.D.
Finance Professor at the University of Tennessee

Bob Palechek, CPA
Tax Planner & Analyst

Brett Smaller
Office Manager

Jacob Vonloh
Paraplanner

Andrew Bosch
Paraplanner