Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jason Gedert

CFP®

Private Wealth Advisor

Managing Partner of OnPoint Financial Solutions
Learn more about Jason Gedert Visit Jason Gedert's website

Kristin Lynn Gedert

CRPC

Private Wealth Advisor

Managing Partner of OnPoint Financial Solutions
Learn more about Kristin Lynn Gedert Visit Kristin Lynn Gedert's website


Our team

Kendra N Hagg

Kendra N Hagg

Client Service Specialist

Carlee Lepiarz

Carlee Lepiarz

Client Service Specialist

Gretchen Wood

Gretchen Wood

Executive Assistant,

Client Service Coordinator



Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.