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Your Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Steinhardt, CLU, ChFC, AIF, CPFA, C(k)P


Michael first entered the financial services industry in June of 1986. Following in the footsteps of his father, he chose to focus on insurance and launched a successful career at Berkshire Life. After almost 20 years helping clients...

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Barbara Owens

Director of Insurance

Barbara's role is a dual focus on the insurance division and wealth management site of our firm. She oversees the entire process of working with clients regarding their risk management. She also initiates the opening, servicing, and...

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Linda Tarnalicki, CPFA

Retirement Plan Support Specialist

Linda joined the team in January 2018 to provide exclusive service and support to business retirement plans. Her role includes client relations, overseeing the documentation process, account opening and the ongoing service of plan...

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Lisa (Disney) Hergenhan

Director of Investment Operations

Lisa's role with the firm is centered around investment operations, office management and client relations. She is responsible for onboarding clients as they come into the firm and assisting in supporting the overall client experience....
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Sandy Patterson

Director of Group Benefits

Sandy is responsible for overseeing group health, dental and voluntary benefits of the firms clients. With over 20 years of experience in the industry, she offers our clients a focused approach to group benefits, hands-on support and...
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