- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Ridgeline Wealth Advisors, LLC||3 years, 4 months||Jul 2015 - Present|
|Thrivent Financial||1 month||May 2015 - Jun 2015|
|Thrivent Investment Management Inc.||1 month||May 2015 - Jun 2015|
|Hallett & Associates, P.S||7 years, 2 months||Feb 2008 - Apr 2015|
Designations & Memberships
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Chartered Retirement Planning CounselorDesignationThe CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
Articles and Answers
Insights by Stacey Mishler
AnswersAsk a financial questionAsk a question
|Retirement Benefits for my Aunt?
Most companies offer retirement programs that require employee contributions or elections. It is possible that your aunt elected not to participate or that she did not qualify for some reason. She could contact Motorola to find out where to get more information about benefits or claim processes. Ano...  (more)
Answered Nov 2017
|How can i find out about my old 401k that i'm no longer working for the company?
You should have a statement from the investment company so you can call that company to get information on your account. If you don't have a statement then call the company you used to work for and talk to HR to get contact information for the 401k provider....  (more)
Answered Aug 2017
Licenses & Conducts
Ridgeline Wealth Advisors
$21.3KTotal Assets Under Management
N/ATotal Assets Under Advisement
$3.5KEstimated Average Account Balance