Because your future deserves a second opinion
our team
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 Financial Group (SISFG), 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 Owner
Cynthia
Financial Advisor and owner
our staff.
Kayla
Operations Manager
& Licensed Insurance Specialist
Charlie
associate advisor &
Licensed insurance specialist
Kim
Client Service Associate
Kim
Client Service Associate
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.
