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 saving them taxes and ensuring 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 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

The leaders.

author & president of sis financial group

Hagen Pruemm, RICP®

founder & ceo of sis financial group

Cynthia Pruemm

The staff.

Associates

operations manager

Catherine Casolino

director of first impressions

Jennifer Evans

office greeter

Marshall

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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