We believe a comprehensive financial plan should incorporate your investments, insurance, retirement planning and cash flows, as well as estate and charitable planning. A successful plan is an ongoing process driven by your personal goals and core values. We take pride in the fact that our office is independent - we advocate for our clients, not a specific company or product.
Our clients benefit from industry leading technology that brings their financial plans to life. We believe decision-making becomes easier when you can visualize the impact of your choices.
Our clients benefit from industry leading technology that brings their financial plans to life. We believe decision-making becomes easier when you can visualize the impact of your choices.
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Eslick Financial was founded on the premise that clients deserve a solid financial relationship and trusted advice. Regardless of where our clients are in life, from young entrepreneurs to retirees, their planning deserves a great deal of attention, experience, and knowledge to help them succeed. Since 1978, we have provided practical ideas, custom solutions, and personalized service for our client's most important financial decisions. We listen. We ask questions. We help you and your family make informed decisions.
Denny, CEO & Founder of Eslick Financial Group, has more than 40 years of experience in providing comprehensive Risk and Wealth Management services to business owners, executives, professionals, and high net worth individuals. He specializes in Wealth Management, Wealth Preservation, and Retirement Distribution strategies.
Kevin, President, joined Eslick Financial Group in 2012 from Northwestern Mutual and specializes in Wealth Management, Retirement Income Planning, and Insurance Planning. He graduated from Wartburg College with a BA in Business Administration and earned his Chartered Financial Consultant (ChFC) designation from The American College of Financial Services.
Kathy joined Eslick Financial in 2013 and serves as Office Manager and Client Coordinator. She has several responsibilities in the firm including securities processing, office administration, as well as handling communications with clients and vendors. Her diversified experience includes 14 years working with small business owners in the administration and funding of their 401(k) plans at Principal Financial Group.
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