Hello!
Welcome to our (very) small financial planning firm – I’m Rachel, & I’m a financial advisor. My husband is Dennis, who doubles as my husband-plus-assistant. So what does that actually mean? It means setting up different kinds of investment & insurance accounts for what you want to achieve with your money & in your life.
We can work with you on either a fee-basis or on a commission-basis – whatever your preference, or sometimes, that is best determined by the kind of account that is a good fit for you.
We hope our website shows a little more about who we are & the kinds of things we do.
But if you'd rather just see some photos Leia, The Director of First Impressions, click below...
Rachel Loxterman
"Making financial planning, and Coleman/Quiner, a lifelong career was one of the easiest, & best, decisions I ever made"
Our History
Years of experience have prepared us to guide you through your life transitions.
Dennis Loxterman
"Helping to explain this business to our clients is something I love being able to do. There are no silly questions, & no one we're too busy to help."