• Financial Planning Design Team

As a team, we collaborate regularly to bring you the most well thought out strategies. We continue to incorporate changes in market conditions and tax law to suggest ongoing enhancements in your financial program.

Vast Resources:

In addition to the individuals listed below, for our clients we maintain an exclusive network of proven professionals, including Social Security advocates, Medicare and long-term care specialists, insurance agents, attorneys, accountants, real estate and mortgage experts to benefit you.

 

Pam Dumonceau, President

 

Pam cares about what is most important to you and strives to provide you with strategies that fit you best. She has been in financial services since 1983. She will use her practical experience to help you, just as she has assisted hundreds of other families and business owners, to make smart financial choices.

 

 

 



Thomas Baumler, CFP™




Tom received his Certified Financial Planning (CFP) designation in 1987. He specializes in advising business owners in retirement planning and estate taxes.


 


 


 


 


Erwin Buck, CFP™

 


Erwin earned her CFP designation in 1989. She specializes in advising families in maintaining comfortable retirement income.