Wealth For Businesses
Together, we’ll help build the future of your business.
Our goal is to understand our client’s story so we can build a comprehensive financial plan that is centered around what is important to them. Each of our clients has a different story and it’s our job to help make sure all the pieces fit together to form a complete picture.
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Employee Retirement
We’ll help your business – large or growing.
Explore your retirement plan options. With our team in your corner to help administer and maintain your plan, you can remain focused on serving your customers.
Financial Planning
We specialize in building a partnership with our clients.
Our focus is to understand your goals and what is needed to develop a comprehensive financial strategy that fits your unique needs and enables you to work towards both short and long-term objectives.
Investment Management
It’s not just about investing, it’s about what your investments can accomplish.
Together, we will manage your finances for today, tomorrow and future generations.
From the Choice Wealth Blog
For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.
Wealth Team
As your financial advocate, your success is our success.
Let us help create a plan for your business.
Mike Bindas
Director of Wealth Management
Chris Birmingham
Wealth Manager
Grant Birmingham
Client Services Associate
Matt Bowar
Wealth Manager
Michelle Christensen
Client Services Associate
Robin Dubuque
LPL Registered Sales Assistant
Christy Dupre
Client Services Associate
Breanna Gardner
MS
Associate Wealth Manager
Jennifer Leher
Client Services Associate
Patrick McIntyre
Wealth Manager
Matthew McIntyre
LPL Registered Sales Assistant
Dream O’Brien
CFP, Series 7 & Series 66 Licensed held with LPL Financial
Wealth Manager
Kim O’Brien
Wealth Manager
Jay Panzer
Wealth Manager
Jake Preston
Associate Wealth Manager
Chris Siverson
Wealth Manager
Carrie Warren
Client Services Associate