The Prosperity Consulting Group is dedicated to providing quality financial planning services and investment advice to businesses, individuals and their families. We believe relationships are everything and trust is essential. We understand that your trust in us as your advisor is the key factor in reaching your personal or business financial goals. The advisors of The Prosperity Consulting Group have years of experience and knowledge in the financial service and accounting industries. We uphold the core foundation of the industry: relationships, trust, professionalism and ethics.
Contact Donald N. Hoffman, MS, CPA
Specializing In: Wealth Management, Investment Planning, Tax Planning, Estate Planning, Retirement Planning, Multi-generational Planning, Business Succession, Buy/Sell Agreements, Qualified and Non-Qualified Retirement Plans, Acquisitions and Mergers
Contact Donna Gestl, CFP®, AIF®
Specializing In: Retirement Planning, Estate Planning, Insurance Planning, Investment Planning, Wealth Management
Contact Lauren Rebbel, CFP®, CDFA®
Specializing In: Employee Sponsored Retirement Plans, Retirement Planning, Wealth Management, Financial planning post-Divorce, Moving forward financially after the loss of a spouse
Contact Sean K. Reitenbach, CFA®
Specializing In: Investment portfolio construction and management, Building and managing financial models, Analyzing industry and market data, Securities research, Investment planning, Client reporting, and Data analysis.
Contact William Martin, Jr., CPA
Specializing In: Retirement Planning, Tax Planning, Investment Advice, Estate Planning, Wealth Management, Buy/Sell Agreements
Contact Harold Mohn, Jr., CPA
Specializing In: Wealth Management, Tax Efficient Strategies, Investment Planning, Business Succession, Estate Planning, 401(k) Planning
Contact Erin Ansalvish, MBA
Specializing In: Life Insurance, Long-Term Care Insurance, Disability Insurance, Wealth Management
Contact R. Michael Richardson
Specializing In: Investment Planning, Employer Sponsored Retirement Plans, Retirement Planning, Wealth Management
Contact Maggie Jencik
Specializing In: Marketing, Public Relations, Social Media, Communications, Advertising, Branding, Business Development
Please contact Margarita with media inquiries.