Client
Portal

We’ll Get You To
Retirement

You’ve worked. You’ve planned. You’ve saved. Now you’re at the summit and you’re ready to retire. Many investment advisors can get you this far, but few have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...

We’ll take it from here.

We’ll Get You To
Retirement

You’ve worked. You’ve planned. You’ve saved. Now you’re at the summit and you’re ready to retire. Many investment advisors can get you this far, but few have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...

We’ll take it from here.

Our Integrated
Income
Strategy


Retirement income planning is fundamentally different than traditional retirement planning where the accumulation of a single lump sum is the primary goal. Instead, our process attempts to define and achieve your REALNumber ™ —the monthly income needed to support your unique lifestyle during retirement. We take a holistic approach, incorporating all potential income sources to develop a strategy that ensures your essential needs will be addressed—every month, every year—no matter what happens with the markets, inflation and interest rates. We’ll also layer in non-guaranteed income strategies to help generate discretionary funds so you can enjoy your newfound freedom.

Our
Team

Our experienced team has seen it all. Up markets, down markets, and everything in-between. We are process-driven, research-based, and product agnostic. Every decision we make is independent, for the good of our clients. There’s no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We’ll always build a customized plan that is right for you, and only you. We’ll keep it simple, in language you can understand. And as your circumstances change, we’ll be right there with you to monitor and make adjustments along the way.

Gary Benke

Senior Vice President

Gary brings 30 years of experience to Paradigm, holds a Ph.D from Harvard and is the resident subject-matter-expert on anything related to fishing. He enjoys traveling with his wife, Sue, gardening, golf, tennis and spending time with his 3 sons and 4 grandchildren.

David Chenet

Vice President - Investments, CFA

Dave #3 (he’ll try to convince you that the scale is age-based) is the investment guru. Passionate about analyzing and interpreting data, he’s focused on executing the investment strategy. When not buried in finance books, you can find Dave running or following Boston sports.

Jazmine Daniels-Faust

Client Service Associate

Personal Motto - laugh & smile daily. Jazmine makes sure things run smoothly and enjoys solving anything thrown her way including whose lunch container is recyclable as the Office Environmentalist. Outside Jaz could be found jogging, learning a new hobby or watching UFC.

Mark Doolan

Regional Vice President

Mark has a passion for investments and servicing each of his clients according to their specific needs. Husband and father of 3. He is a basketball and fishing enthusiast and when not at work, he enjoys traveling with his wife and sons.

Susan Fakes

Client Service Associate

Our Resident "Numbers" Guru. Susan has an incredible attention to detail and grasp of "the numbers". She finds great fulfillment in ensuring the clients are well taken care of. As wife and mother of 2, Susan enjoys reading, Sudoku and volunteering in her free time.

Dave Giergerich

Managing Partner

Husband, Father, Coach and Sports enthusiast. David is driven by the belief that investors are looking (demanding) for a new way to work with their advisors today. The fact that clients deserve excellence compelled him to co-found a firm committed solely to his clients best interest.

Rhoda Hettrick

Client Service Associate

Rhoda brings a cheerful nuts and bolts style to client services with a keen eye for detail. Offsite she is capturing nostalgia with family through genealogy, photography and cooking.

Doris Kaucher

Senior Vice President

Doris works with her clients like they are her family. She delivers a process to help her clients work towards their financial goals. When not working, Doris can be found fishing, reading a good book or gardening.

Andrew Koerner

President - Paradigm Sports & Entertainment Group

University lecturer. Skiing, tennis and sailing enthusiast. Andy's expertise includes educating and guiding clients towards enhancing their retirement income. He enjoys traveling the globe with his wife and children.

Laura Miller

Client Service Associate

Two words…Multitasker Extraordinaire. Laura has the unique ability to have her hands in a little bit of everything AND stay organized. When she isn’t juggling multiple projects, she loves cooking, going to concerts and traveling with her husband.

Dave Provinsal

Managing Partner

Husband. Father of 4. Crossfitter. Marathoner. Dave is passionate about delivering tangible value to every client’s financial life in a simple, organized manner. The details matter and he wants to get it right every time.

Deborah Walker

Senior Vice President

It’s all about the process…getting to know clients and providing advice/service is important and meaningful. Deb loves spending time with family, friends and clients, reading, playing word games and volunteering.

Donna Wolf

Client Service Associate

Donna plays an integral role in keeping the office running smoothly and efficiently. She is a warm and welcoming smile to all. Outside of the office, Donna is dedicated to her family and working in ministry alongside her husband Tim, who serves as the pastor of a local church.

Contact
Us

Set up a complimentary consultation meeting to see if we can help.