Because your future deserves a second opinion

our team

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meet our team of professionals

We work with our clients to not only preserve their wealth, but simultaneously grow it, while helping them in saving them taxes and supporting their retirement success.

As an independent advisory firm working for you, we are not obligated to recommend proprietary products or specific investments. As Investment Advisor Representatives at Strategic Investment Solutions (SIS) Financial Group, we are held to the fiduciary standard. We recommend financial products, investments and management solutions that are in your best interest. We work with you to develop and maintain a comprehensive retirement plan designed to meet your retirement and legacy goals. We believe that everyone's future deserves a second opinion.

get to know the team

our Owners.

Hagen, RICP®

Financial Advisor and Author

Cynthia

Financial Advisor

our staff.

Kayla

Operations Manager
& Licensed Insurance Specialist

Charlie

associate advisor &
Licensed insurance specialist

Kim

Client Service Associate

Kim

Event Coordinator

Madison

Creative Coordinator

Julie

Digital Marketing Manager

your future deserves a second opinion

SIS Financial Group was founded in 2006 to provide stability during one of life's most stressful transitions. Our team focuses on addressing the distinctive financial needs for those nearing retirement or are already in retirement.

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