Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tim has been diligently meeting the needs of his clients for over 20 years. He specializes in helping retirees preserve and protect their assets. His personalized service has won him numerous awards and he has been...
Jolynn has been with Senior Financial Planning for 12 years. She enjoys working with clients to help them reach their financial goals. Jolynn oversees the day-to-day duties that are required to keep the office running smoothly,...
David is an integral part of the Senior Financial Planning team. He is not only one of the voices you hear when you call the office, but he is our website and all things social media manager. He has been a member of our team for almost...
Donna works closely with the LifeTrack service developed by Estate Settlement Services. She helps keep clients organized and up-to-date with all their critical information. Donna's bright, cheery personality is very apparent as she...
Rachael has worked with her husband, Tim, in insurance and financial services since 2000. She has been the driving force for developing office systems and procedure and has been integral in the growth of Senior Financial Planning....
My professional background has included over 20 years in pubic and corporate accounting and 12 years of service with the US Dept. of the Treasury, Office of the Inspector General for Tax Administration. This experience provided an...