Kristopher J. Weinisch, CFP®, ChFC®, CLU®, Wealth Management Advisor

I’ve been working with Kris for about two months on getting a life insurance Policy for me and my family. And with his knowledge and great recommendations we finalized on policy that works perfectly for us with our killing our pockets. My wife and I are very happy working with Kris and will also be using him to help us build our investment portfolio.

Kris was extremely thorough and patient while helping us navigate retirement planning. We learned many details about where we were at and what we would need to do. He made everything clear in charts, graphs, and documents. Anything we didn't understand he clarified for us. He is a true professional.

My wife and I were extremely impressed with Kristopher’s professionalism and knowledge. He took the time to meet with us personally and made sure that we were comfortable and understood the financial path that was best for our family’s future. We look forward to building our diverse portfolio with Kristopher and his team.

Kristopher Weinisch provides professional, comprehensive financial planning in a personal and straightforward manner.

Kris always followed up promptly and was responsive to any questions that arose while helping develop an additional retirement account for me.

I highly recommend reaching out to Kris and his team, as they are easy to work with and provide excellent guidance, whether you are looking to get a financial plan in place or have an existing plan that you'd like to have reviewed.

I have been lucky enough to know Kris for a couple of years now. When we were first introduced it was simply to sure up my family's personal insurance needs. With some simple and straight forward advice I am now confident in the financial future of my family. Kris has walked my wife and I through our life and disability insurance options, long term and short term savings strategies as well as collage saving strategies for our 3 children. Every person/family has different financial planning needs. I am sure that Kris can assist you and yours to structure a stable financial future. Kris and his team are always professional, personable, and never leave me hanging when I reach out for advice.