

ABOUT US
Timothy J. Kissling, CPA has been working as a financial professional for over 30 years. By combining this knowledge with his public accounting experience, Tim has been able to develop an approach that places emphasis on after tax growth and overall safety of his client’s portfolios when assisting them with their retirement and wealth transfer needs. Tim’s sound, responsible financial advice and tax-saving strategies have helped his clients not only grow financially, but also successfully protect their retirement nest-eggs, even throughout turbulent financial times.
Expert Financial Services Tailored for You



Our Mission
Our goal is to champion our clients with knowledge and confidence to enjoy financial freedom by building, protecting, and understanding their journey through our commitment to service, expertise, and integrity.
Our Team


CFP®
Jason Hoeltzel

Kelly Davis

Kyle Bruno

Ben Ratkovich

Maggie Nazak

Erin Kissling

Tim Kissling