Our Qualifications

Sharon Peterson, ChFC, CLU has over 30 years experience in planning for individuals and small business owners.  Primary areas of specialties include:  investment services, retirement strategies, divorce planning, education funding, advanced insurance strategies, estate planning, and budget planning.

Marcus Hennen, CFP®, with over ten years of experience in the corporate world as a Chief Financial Officer for a non-profit college, Marc complements the firm with a strong accounting background.  Marc's knowledge is further enhanced by his CERTIFIED FINANCIAL PLANNER™ designation.  Areas of specialty include:  taxation, insurance planning, investment services, comprehensive plans for individuals, as well as company retirement planning, and Disability Insurance.