Financial planning for real life — yours.
Want to see what’s possible?
Money doesn’t plan for retirement, dream of travel, or map out a new chapter. But you can.
Our financial planners work with people through all stages of life – from college funding to retirement and all the changes and decisions in between. If you’re ready to plan for your future or your loved ones’, we’d love to learn more about you and your needs.
Expertise in all aspects of financial planning
What do you need help with?
Tax Strategies & Planning
We also pride ourselves on follow-through. Should a client receive a letter or audit notice from a tax authority, we’re here to resolve the issue.
Estate & Legacy Planning
Private Client Services and its representatives do not provide legal advice.
We are financial planners, advisors, and confidantes.
We combine technical knowledge in financial planning and portfolio management with care to help you see what’s possible in life.
Meet some of our financial planning team.
Meet Patricia Spies, CFP®
Meet Amanda Reynolds, CPA, CFP®
Meet Zach Reuter, CFP®
Is our financial planning approach right for you?
If you’re looking for a long-term relationship with a financial planner who checks in, provides personalized advice, and walks alongside you as life changes, reach out.
Make informed financial decisions.
It’s important to us that you have what you need to make informed financial and life decisions. Feel free to use our resources and insights, and reach out if we can help you with other topics.