Gentian Financial

Your financial needs change over time, from accumulating wealth to planning for retirement to making your money last. One constant, however, is our ability to help you pursue your goals throughout your life. With the full spectrum of financial services we offer, we can help you plan for a wide range of needs and the significant events that span your lifetime.

There are many financial practices that can offer you investment guidance - and we are also certainly highly capable of doing just that. But we believe our greatest differentiator is how we treat people. We aim to create an experience that is as unique as each client, and an environment they can feel comfortable in.

Chris has specialized in retirement planning ever since he began his career in the financial services industry in 1996. As a Chartered Retirement Planning Counselor, he has in-depth knowledge of the needs individuals face both before and after retirement.

Using customized tax mitigation planning, retirement income forecasting, distribution planning and estate planning, he endeavors to help his clients derive income from their savings, maximize asset growth while mitigating tax liability, and pass their wealth to succeeding generations in accordance with their wishes.

Establishing meaningful, trusting client relationships is the cornerstone to Ken's retirement planning practice. His genuine and approachable style as a Financial Advisor allows him to work in tandem with his clients, understanding their core beliefs and investment experiences to foster long-lasting relationships.

Zach's commitment to honesty, trust, and establishing meaningful relationships is at the forefront of his retirement planning business. Working off the values his family instilled in him, combined with his genuine nature; allows him to create distinct relationships with each one of his clients.

Before joining the experienced team at Gentian Financial, Zach's career started by working as financial advisor at Edward Jones, where he received quality, investment training in Phoenix, Arizona, and worked to build his own business in Marshfield, WI.During that period, he passed three exams to obtain his series 7, series 66, and insurance licenses.