WE TAKE OUR WORK SERIOUSLY,
BUT WE DON'T TAKE OURSELVES TOO SERIOUSLY
GET YOUR RETIREMENT QUESTIONS ANSWERED
Toby
Since Toby founded Streamline 18 years ago, he’s been able to help 100s of families plan for retirement well. From solving complex planning situations to guiding clients from work life into retirement, he knows how to create a step-by-step plan to get you to where you’d like to go.
Tim
Tim realized in early 2008 that the financial world is unnecessarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decisions.
Dave
One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind-numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.
Who Really Runs The Office...
Patt
The amount of paperwork that’s needed in the financial industry can be a big pain for our clients. Patt’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing.
Paul
Being a licensed advisor, Paul has the experience and knowledge to help you when you have questions about your accounts. Every client we work with is unique and Paul’s here to make sure all parts of your plan are implemented the right way.
Carolyn
Carolyn is the caring voice you’ll hear when you call Streamline and she’s the first person to greet you when you visit the office. She’s available to assist you with your questions or will point you in the right direction.
Have a Specific Question?
We should be able to point you in the right direction.