A plan that understands what’s important to you
Our investment approach gives you a long-term plan that looks at the impact of all financial decisions and shows they’ll impact your future.
The financial planning process begins with understanding what’s important to you. Your wealth advisor will listen, assess, and discuss tax-efficient financial strategies to create a comprehensive plan that includes:
Tax-focused investment strategies
Retirement planning and withdrawal strategies
Family risk management
Business planning
Legacy planning
Education planning
Cash flow management
About Cetera
Cetera Planning Partners is an SEC-registered investment advisory firm providing comprehensive planning capabilities under one roof, guided by a dedicated wealth advisor and a team of in-house specialists aligned with your financial plan.
Working with Cetera Planning Partners allows us to integrate every financial discipline you need within a dedicated team. That includes holistic financial planning, addressing not only taxes but your unique personal goals. Each planning and investment decision takes into account your priorities and overall financial picture.
Get a distinct advantage
Here’s where your future comes together, with solutions as adaptable as life:
- Wealth Management
- Tax Planning & Preparation
- Retirement Planning
- Estate & Legacy Planning
- Wealth Protection
- Business Succession Planning & Execution
- Workplace Retirement Plans
- Bookkeeping & Payroll
KEVIN EGGEBRAATEN, CPA
Kevin Eggebraaten has been a shareholder with our firm since 2001. He helps clients with wealth management by understanding their goals and implementing strategies to help them pursue their desired outcome. Kevin also specializes in the healthcare industry, tax, consulting, trust and estates, and litigation support.
LAURA GILLEN, CFP®
Laura Gillen is a financial planning consultant for Cetera Planning Partners. In collaboration with our CPAs, she provides integrated planning and investment strategies for growing and protecting our clients’ wealth. Laura designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, she supports business owners by reviewing their company retirement plans, optimizing them for tax efficiency, and helping with business transition strategies.
Our team of financial professionals also includes Melanie Pozorski, Kayce Gerlach, Leah Heidler, Lori Larson, Zach Van Sambeek, Devon Hochstetter, and Mark Lyons.
Tax and accounting services are provided by Casey Peterson, LTD. Investment advisory services are offered through Cetera Planning Partners, an SEC-registered investment adviser. Certain representatives of Casey Peterson, LTD are registered with Cetera Planning Partners in a limited capacity. Cetera entities are not affiliated with Casey Peterson, LTD.
*Value approximated based on information provided to Cetera for asset holdings as of July 22, 2026.