Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Small Business
  • Retirement Income Strategies
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Confluence Wealth Management Group, Forbes Best-In-State Wealth Management Teams, 2024

Community participation

June 2015-2016 – Food drive to feed the homeless; our second year Food Drive in conjunction with our Shred Day and our clients more than exceeded expectations, collecting enough food to fill an SUV!

October 2012-2015 – Walk to Remember; a cause near to the Tolan hearts in honor of Ryan and Heather's daughter. Family and friends support each year at the “Walk to Remember Foundation.” An organization that helps support families who have lost a child in pregnancy, still born & SIDS.

November 2015 – Feeding the Homeless Thanksgiving Dinner We were fortunate to have the opportunity to help with serving & collecting donations.

Our photos

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