Client
Portal

We'll Guide You To
Retirement

You've worked. You've planned. You've saved. Now you're at the summit and you’re ready to retire. Many investment professionals can get you this far, but only some have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...

We'll take it from here.

We'll Guide You To
Retirement

You've worked. You've planned. You've saved. Now you're at the summit and you're ready to retire. Many investment professionals can get you this far, but only some have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...

We'll take it from here.

Our Integrated
Income
Strategy


Retirement income planning is fundamentally different than traditional retirement planning where the accumulation of a single lump sum is the primary goal. Instead, our process attempts to define and achieve your REALNumber ™ — the monthly income needed to support your unique lifestyle during retirement. We take a holistic approach, incorporating all potential income sources to develop a strategy that seeks to ensure your essential needs will be addressed—every month, every year—no matter what happens with the markets, inflation and interest rates. We’ll also layer in non-guaranteed income strategies to help generate discretionary funds so you can enjoy your newfound freedom.

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Our
Team

Our experienced team has seen a lot. Up markets, down markets, and everything in-between. We are process-driven, research-based, and product agnostic. Every decision we make is independent, for the good of our clients. There's no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We'll always build a customized plan that is right for you, and only you. We'll keep it simple, in language you can understand. And as your circumstances change, we'll be right there with you to monitor and make adjustments along the way.

David Chenet

Vice President - CFA

Dave #3 (he'll try to convince you that the scale is age-based) is the investment guy. Passionate about analyzing and interpreting data, he's focused on executing the investment strategy. When not buried in finance books, you can find Dave running or following Boston sports.

Dave Giegerich

Managing Partner

Husband, Father, Coach and Sports enthusiast. David is driven by the belief that investors are looking (demanding) for a new way to work with their advisors today. The fact that clients deserve excellence compelled him to co-found a firm committed solely to his clients best interest.

Rhoda Hettrick

Relationship Manager

Rhoda brings a cheerful nuts and bolts style to client services with a keen eye for detail. Offsite she is capturing nostalgia with family through genealogy, photography and cooking.

Doris Kaucher

Senior Vice President

Doris works with her clients like they are her family. She delivers a process to help her clients work towards their financial goals. When not working, Doris can be found fishing, reading a good book or gardening.

Andrew Koerner

President

University lecturer. Skiing, tennis and sailing enthusiast. Andy's expertise includes educating and guiding clients towards enhancing their retirement income. He enjoys traveling the globe with his wife and children.

Laura Miller

Senior Relationship Manager

Two words…Multitasker Extraordinaire. Laura has the unique ability to have her hands in a little bit of everything AND stay organized. When she isn’t juggling multiple projects, she loves cooking, going to concerts and traveling with her husband.

Dave Provinsal

Managing Partner

Husband. Father of 4. Crossfitter. Marathoner. Dave is passionate about delivering tangible value to every client’s financial life in a simple, organized manner. The details matter and he wants to get it right every time.

Deborah Walker

Senior Vice President

It’s all about the process…getting to know clients and providing advice/service is important and meaningful. Deb loves spending time with family, friends and clients, reading, playing word games and volunteering.

Donna Wolf

Client Service Associate

Donna plays an integral role in keeping the office running smoothly and efficiently. She is a warm and welcoming smile to all. Outside of the office, Donna is dedicated to her family and working in ministry alongside her husband Tim, who serves as the pastor of a local church.

Sara Chambers

Relationship Manager

Sara's hunger for knowledge, her attention to detail and organizational skills are key to her ability to assist client needs quickly and accurately. In her free time, Sara enjoys running, baking, traveling and spending time with family.

Warren Gallagher, III

Regional Vice President, CFP

Married to the love of his life. Husband, Father, Son. Boater, Fisherman, Swimmer, Coach "G". Warren loves helping people make their retirement dreams come true, and then go home to his loving family. Outside of the office, it's most likely you will see the Gallagher's attached at the hip on the boat or little league baseball field or basketball court.

Contact
Us

Set up a complimentary consultation meeting to see if we can help.

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