Our Services
Our Services
Our Services
Our Services
Our Services
Our team combines decades of experience in Living Trusts, Roth Strategies, Living-Benefits Insurance,
and much more to deliver clear, actionable plans — so you keep more of what you earn and pass it on confidently.
Our team combines decades of experience in Living Trusts, Roth Strategies, Living-Benefits Insurance,
and much more to deliver clear, actionable plans — so you keep more of what you earn and pass it on confidently.
Our team combines decades of experience
in Living Trusts, Roth Strategies, Living-Benefits Insurance,
and much more to deliver clear, actionable plans —
so you keep more of what you earn and pass it on confidently.
Our team combines decades of experience in Living Trusts, Roth Strategies, Living-Benefits Insurance,
and much more to deliver clear, actionable plans — so you keep more of what you earn and pass it on confidently.
Our team combines decades of experience in Living Trusts, Roth Strategies, Living-Benefits Insurance,
and much more to deliver clear, actionable plans — so you keep more of what you earn and pass it on confidently.
We are your dedicated partners in navigating the intricate world of
finance — providing personalized service tailored to your unique needs..
We are your dedicated partners in navigating the intricate world of
finance — providing personalized service tailored to your unique needs..
We are your dedicated partners in navigating the intricate world of
finance — providing personalized service tailored to your unique needs..
We are your dedicated partners in navigating the intricate world of
finance — providing personalized service tailored to your unique needs..
We are your dedicated partners in navigating the intricate world of
finance — providing personalized service tailored to your unique needs..
We Build Relationships That Last Generations
We Build Relationships That Last Generations
We Build Relationships
That Last Generations
We Build Relationships That Last Generations
We Build Relationships That Last Generations
Meet Our Team
Meet Our Team
Meet Our Team
Meet Our Team
Our Team
Our Team
Our Team
David Doehring
CEO | RICP® | CEPA® | Living Trusts
David Doehring
CEO | RICP® | CEPA® | Living Trusts
Will Cutler
Financial Professional
Will Cutler
Financial Professional
Will Cutler
Financial Professional
Chris George
Financial Professional
Chris George
Financial Professional
Rachel Miranda
Financial Professional
Tracy Roccanello
Financial Professional
Tracy Roccanello
Financial Professional
Tracy Roccanello
Financial Professional
Kaitlyn Cracknell
Executive Assistant
Kaitlyn Cracknell
Executive Assistant
Kaitlyn Cracknell
Executive Assistant
Rachel Miranda
Financial Professional
Rachel Miranda
Financial Professional
David Doehring is the founder and CEO of the company, and has been a seasoned financial advisor since 2016, brings a wealth of expertise and a passion for helping clients optimize their financial strategies. As a Retirement Income Certified Professional, his tailored approach ensures that each client's unique needs are met with precision and care. David is also a Living Trust Specialist, able to break down the importance of establishing a Living Trust in a way that is clear and easy to understand, in order to maintain privacy and avoid the costly probate system.
David Doehring is the founder and CEO of the company, and has been a seasoned financial advisor since 2016, brings a wealth of expertise and a passion for helping clients optimize their financial strategies. As a Retirement Income Certified Professional, his tailored approach ensures that each client's unique needs are met with precision and care. David is also a Living Trust Specialist, able to break down the importance of establishing a Living Trust in a way that is clear and easy to understand, in order to maintain privacy and avoid the costly probate system.
David Doehring is the founder and CEO of the company, and has been a seasoned financial advisor since 2016, brings a wealth of expertise and a passion for helping clients optimize their financial strategies. As a Retirement Income Certified Professional, his tailored approach ensures that each client's unique needs are met with precision and care. David is also a Living Trust Specialist, able to break down the importance of establishing a Living Trust in a way that is clear and easy to understand, in order to maintain privacy and avoid the costly probate system.
David Doehring is the founder and CEO of the company, and has been a seasoned financial advisor since 2016, brings a wealth of expertise and a passion for helping clients optimize their financial strategies. As a Retirement Income Certified Professional, his tailored approach ensures that each client's unique needs are met with precision and care. David is also a Living Trust Specialist, able to break down the importance of establishing a Living Trust in a way that is clear and easy to understand, in order to maintain privacy and avoid the costly probate system.
Will, one of our Financial Professionals, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Will, one of our Financial Professionals, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Will, one of our Financial Professionals, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Chris, one of our Financial Professionals, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Chris, one of our Financial Professionals, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Tracy, one of our Retirement Income Specialists, is dedicated to helping clients secure their financial futures in retirement. She combines expertise with a personalized approach, ensuring that each client receives tailored strategies to meet their unique needs. Her passion for financial education drives her to provide clear, actionable advice, helping clients navigate the complexities of retirement planning with confidence.
Tracy, one of our Retirement Income Specialists, is dedicated to helping clients secure their financial futures in retirement. She combines expertise with a personalized approach, ensuring that each client receives tailored strategies to meet their unique needs. Her passion for financial education drives her to provide clear, actionable advice, helping clients navigate the complexities of retirement planning with confidence.
As a seasoned Executive Assistant and Contracting Specialist, Kaitlyn brings a unique blend of expertise in administrative support and contract management to the financial realm. With a keen eye for detail and a commitment to efficiency, she empowers our financial professionals to maximize their productivity and achieve their strategic objectives. She has a strong passion for organization, and ensures prompt delivery and execution of high priority tasks.
As a seasoned Executive Assistant and Contracting Specialist, Kaitlyn brings a unique blend of expertise in administrative support and contract management to the financial realm. With a keen eye for detail and a commitment to efficiency, she empowers our financial professionals to maximize their productivity and achieve their strategic objectives. She has a strong passion for organization, and ensures prompt delivery and execution of high priority tasks.
As a seasoned Executive Assistant and Contracting Specialist, Kaitlyn brings a unique blend of expertise in administrative support and contract management to the financial realm. With a keen eye for detail and a commitment to efficiency, she empowers our financial professionals to maximize their productivity and achieve their strategic objectives. She has a strong passion for organization, and ensures prompt delivery and execution of high priority tasks.
As a seasoned Executive Assistant and Contracting Specialist, Kaitlyn brings a unique blend of expertise in administrative support and contract management to the financial realm. With a keen eye for detail and a commitment to efficiency, she empowers our financial professionals to maximize their productivity and achieve their strategic objectives. She has a strong passion for organization, and ensures prompt delivery and execution of high priority tasks.
Rachel, one of our Financial Professionals, is dedicated to helping clients secure their financial futures in retirement. Her passion for financial services drives her to provide clear advice, helping her clients navigate the retirement planning with confidence and wisdom.
Rachel, one of our Financial Professionals, is dedicated to helping clients secure their financial futures in retirement. Her passion for financial services drives her to provide clear advice, helping her clients navigate the retirement planning with confidence and wisdom.
Rachel, one of our Financial Professionals, is dedicated to helping clients secure their financial futures in retirement. Her passion for financial services drives her to provide clear advice, helping her clients navigate the retirement planning with confidence and wisdom.
Rachel, one of our Financial Professionals, is dedicated to helping clients secure their financial futures in retirement. Her passion for financial services drives her to provide clear advice, helping her clients navigate the retirement planning with confidence and wisdom.