Your goals supercharged by expert advice

Role
Matt became a financial planner to pursue his passion for helping clients achieve both their personal and financial goals. His purpose is clear: to deliver thoughtful, actionable advice that strengthens each client’s financial well-being.Matt focuses on helping people who are nearing retirement navigate the big financial decisions that come with it. He works with clients on tax-efficient strategies around cash flow planning, Roth conversions, investment decisions, and Social Security timing. Matt’s approach is practical and straightforward, helping clients feel confident about their plan and comfortable enjoying retirement.

Background
Matt graduated from Appalachian State University with a degree in marketing and has been working in financial services since 2017. Along the way, he’s gained experience at large national firms, small boutique RIAs, and most recently as a Senior Lead Planner at a fintech startup. This range of experience equips Matt to help retirees and near-retirees navigate complex decisions with clarity, confidence, and care.

In his free time
When he’s not hiking or on the golf course, Matt enjoys spending time with his wife and their five year old twins.

Role
When Dennis’ parents decided to retire, all they received was a confusing packet of paperwork to complete and a toll-free number to call. The options were poorly explained and they faced decisions they didn’t thoroughly understand. Later, they worked with several advisors and attorneys but didn’t get sound advice specific to their situation. Dennis wanted to help families avoid some of the hurdles his faced, which is why he chose this profession. Dennis also worked diligently to achieve the CFP® designation because he knew it would benefit clients. Clients deserve to retire confidently. They need a high degree of comfort and understanding with both their choices and their investments. Creating a financial plan is an integral part of gaining that comfort and confidence. 

Background
After graduating from the University of Pittsburgh and gaining real-world experience with several Fortune 500 Companies, Dennis launched his career in financial services.  He has focused his career around building, monitoring, and optimizing financial plans and has experience in multiple planning platforms. Over the past decade, he worked as a Financial Advisor as part of a team at one of the largest national financial firms. He specialized in creating income strategies that include pensions, social security, portfolio income and annuities.  He is also well-versed in healthcare strategies and estate planning. He believes planning should address two primary objectives: maximizing income and protecting the interests of everyone involved in the process.  Dennis has a strong work ethic and has always believed in putting the client’s best interests first.

In his free time
Dennis is as passionate about his free time as he is when working alongside clients. His interests include active time in the outdoors with his wife and family, such as trail hiking, walking with his Labrador Retriever, or landscaping and gardening around their home. He has completed a marathon as well as a 50k Ultra Race in Western, PA. He also enjoys live music, sporting events, and playing acoustic guitar. Dennis volunteers his time within his community as well, supporting several youth and military veteran organizations. 

Role
Andy Barton became a CFP® professional because of his enjoyment for helping people reach their financial goals, and his knack for math. With over 15 years of experience navigating clients through financial planning, Andy specializes in helping individuals and couples who are in or approaching retirement. He provides guidance on Social Security, pension, and Roth Conversion decisions, while implementing a tax-efficient withdrawal strategy.

Background
Andy graduated from The Ohio State University with a degree in Financial Planning, and has been in the industry his entire career. He has held roles in many different aspects of the financial planning industry, including as Financial Advisor at a local RIA, Regional VP for a mutual fund company, and Head of Sales at a national fintech firm.

In his free time
When Andy is not providing financial advice, you can find him spending time with his family including his wonderful wife Ashley, their parents, siblings, nieces, and nephews, playing golf or pickleball, or cheering on his favorite teams: the Buckeyes, Browns, and Blue Jackets.

Role
Bob became a financial planner after witnessing firsthand how money insecurity can impact families. Growing up in a financially strained household, he saw the stress, sleepless nights, and difficult conversations that come with financial uncertainty. That experience ignited his passion to help others break free from money stress and build true financial confidence. Bob specializes in lifetime tax reduction strategies and tax-efficient retirement income planning because he believes the biggest expense most people face isn’t their mortgage, it’s taxes. While others focus on investment returns, Bob focuses on what you actually keep. His mission is simple: simplify and streamline your finances so you can focus on living, not spreadsheets.

Background
Bob is a Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), and Certified Student Loan Professional (CSLP®). He has spent years with national wealth-management firms overseeing more than $6 billion in client assets. His unique combination of high-level institutional experience and deep tax expertise allows him to spot opportunities others miss. Bob works primarily with late career professionals and retirees navigating the complexity of shifting incomes and tax optimization. He specializes in creating tax-efficient retirement income strategies that maximize what you keep in retirement through strategic Roth conversions, withdrawal sequencing, and lifetime tax planning. He’s obsessed with helping people reclaim their time and redirect their attention to what matters most, because the question isn’t just “how can I save money?” but “where is your time best spent?”

In his free time
This native New Jerseyan enjoys hiking, swimming, and reading non-fiction when he’s not buried in tax code. Bob’s guilty pleasure? Trash TV (yes, he watches 90 Day Fiancé). As a mental health advocate, he believes money stress is real and people deserve support that sees the full picture. When he needs to recharge, you’ll find him in his hammock near any body of water or relaxing with his cat Bella by his side. His personal maxims include “Direction Over Speed” and “Live Deliberately”, principles that guide both his life and his approach to financial planning.

Role
Keenan Casey is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience guiding clients through all aspects of personal finance. He earned his Bachelor’s degree in Economics from Kalamazoo College in Michigan and expanded his studies abroad at the University of Strasbourg in France. His expertise spans cash flow management, investments, retirement planning, distribution planning, estate planning, tax planning, Roth conversions, and mortgage strategies.

Background
Keenan’s career path has taken him from working at a national brokerage and registered investment advisor (USAA), to boutique tax-focused and fintech flat-fee firms. These diverse experiences gave him a broad perspective on the industry and a deep understanding of client needs. Passionate about helping individuals and families achieve financial freedom, Keenan blends technical expertise with a personal, service-oriented approach. His favorite book on money is The Psychology of Money by Morgan Housel, which reflects his belief in the importance of behavior and mindset in financial success.

In his free time
Keenan enjoys skiing, golfing, hiking, exercising, reading, and spending time outdoors.

Role
Jordan Gilberti is a CFP® professional who is passionate about empowering individuals in the pre-retirement and retirement stages of life to take control of their financial futures. With a thoughtful, nonjudgmental approach, Jordan helps clients navigate the complexities of retirement planning—whether it’s timing Social Security, optimizing tax-efficient withdrawal strategies, or deciding when and how to convert to Roth IRAs. His practice is rooted in building trust and translating complex topics into clear, actionable guidance.

Background
Jordan graduated from Rutgers University in his home state of New Jersey with a degree in Finance. He has helped hundreds of families nationwide prepare for retirement through a comprehensive, goals-based planning approach. Drawing from experience at both national firms and boutique RIAs, Jordan blends personalized service with a deep understanding of investment management, tax planning, and estate strategy. He believes that effective retirement planning is not just about numbers—it’s about aligning financial decisions with the life clients want to lead.

In his free time
When he’s not working with clients, you’ll often find Jordan exploring hiking trails, practicing yoga, or planning his next travel adventure. He’s also passionate about giving back, especially through his involvement with nonprofit organizations like the After Innocence Project, helping exonerated individuals rebuild their financial lives.

Role
Bruce Lorenz became a CFP® professional to help people achieve their financial goals, plain and simple. Regardless of where you’re at in life, Bruce’s expertise in a variety of topics from asset allocation to taxes and everything in between means you’ll get reliable advice informed by years of experience.
Bonus: Bruce’s experience in the healthcare industry and financial planning knowledge means he can help you navigate your Medicare choices and understand the options available.

Background
He spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one-on-one with individuals and families, helping them plan for the future and live their best lives.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He’s also certified as a Fellow with the Healthcare Financial Management Association.

In his free time
He demonstrates his passion to help others by providing pro bono financial planning through a number of organizations assisting the underserved across the country. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. He’s also an avid music lover and plays the piano.

Role
Adam helps thoughtful, hands-on investors bring clarity and confidence to the final stretch before (and after) retirement. He knows most people using Boldin have already built strong plans on their own and simply want to make sure everything fits together when income, taxes, and timing start to matter most. Adam has deep expertise in reducing the biggest expense people face: taxes. Lifetime tax-reduction strategies and tax-efficient retirement income are the cornerstones of his planning approach. His style is simple: clear data, practical strategies, and zero fluff. He believes great advice turns complexity into calm and helps people feel fully in control of their financial future.

Background
As a Certified Financial Planner (CFP®) and Tax Planning Certified Professional (TPCP®) with nearly a decade of experience, Adam has helped hundreds of families turn their hard work into lasting financial independence. Before joining Boldin, he co-founded a fee-only advisory firm that grew to serve clients nationwide, giving him firsthand experience in both the technical and human sides of financial planning. Adam specializes in creating tax-efficient retirement income strategies that maximize what clients keep through strategic Roth conversions, withdrawal sequencing, and lifetime tax planning. His goal is to help clients achieve lasting peace of mind and make the most of what they’ve built.

In his free time
When he’s not working with clients, Adam can usually be found scootering in the driveway with his six-year-old twins, Dax and Emi. He enjoys challenging workouts at the gym and traveling to new places whenever the opportunity arises. When things finally slow down, you’ll find him reading a good book and unapologetically calling it an early night.

Role
Brie believes that every financial challenge has both a “math” solution and a “people” solution. She is passionate about helping individuals and families develop financial plans tailored to fit their lives—not the other way around. Throughout her career, she has specialized in navigating complex tax issues, demystifying executive compensation, and empowering everyday families to build strong financial foundations for their future.

Background
Brie is a proud graduate of Texas A&M University, where she earned a degree in business and financial planning. Since launching her career, she has dedicated herself to helping clients achieve their financial aspirations. With experience working in financial planning firms across the country, Brie has tackled a variety of complex planning challenges. Her diverse background allows her to approach each client’s situation with a fresh perspective, crafting solutions that are both practical and personalized.

In Her Free Time
Outside the office, Brie enjoys gathering friends for a game of pickleball, cycling around her hometown of San Antonio, TX, and exploring new restaurants. She’s an active member of her community, always eager to bring people together for fellowship and giving back to others.

Role
With 15 years of financial planning experience and a warm, approachable style, Madeline helps pre-retirees and retirees confidently navigate the transition into retirement and stay financially secure every step of the way. She specializes in retirement income strategies, tax-efficient withdrawals, investment positioning and Social Security planning.

Background
Madeline earned her B.S. in Applied Economic Management from Virginia Tech, completing a CFP® registered program. With 15 years in the financial planning industry, she has gained valuable experience at both established boutique firms and innovative fintech startups. Her areas of focus include charitable giving strategies and offering a reassuring presence amidst financial complexities.

In Her Free Time
Madeline’s energy extends beyond the office as she keeps up with her twin toddlers. She also enjoys staying active through exercise and expressing her creativity as a home cook. A self-described homebody, she values relaxing with her husband, Craig, often with a comforting cup of tea.

Role
Ross became a financial planner to make a direct impact in people’s lives. He is well-versed in the Financial Independence (FI) / Early Retirement movement and the unique planning challenges it presents, helping clients navigate their path to financial freedom. Additionally, Ross offers valuable insights to help clients optimize their workplace benefits packages.

Background
Ross is a career changer. He obtained a Bachelors in Chemical Engineering from the University of Louisiana-Lafayette then a Masters and PhD from the University of Texas. He then joined Dow developing new technologies and improving operational efficiency. After 18 years in Chemical Engineering research, Ross was ready for a change and chose to pursue a passion. He enrolled in Rice University’s Certified Financial Planner (CFP®) program and began a 2nd career in financial planning. He has passed the CFP® Exam and is working towards the 6,000 experience requirement.

In His Free Time
Ross has 3 kids and enjoys coaching youth sports. He also enjoys golfing, board games and reading fantasy novels.

Role
Sarah leads and manages Boldin Advisors with one clear goal: to provide straightforward, affordable, and trustworthy advice that empowers clients to feel confident, informed, and in control of their financial future.

Background
Sarah graduated from the University of Idaho with a Bachelor’s in Business Management and Human Resources Management, and began her career in the Human Resources field, managing retirement and benefit plans. During that time, she couldn’t find a financial advisor with a service model she’d feel comfortable using herself. So, she decided to become the kind of advisor she’d want to work with: candid, flat-fee advice when it’s needed. That journey led her to Boldin, where transparency and empowering clients with the knowledge and tools to take control of their financial future are at the core of everything we do.

In Her Free Time
Sarah is married to a fourth-generation farmer, and if you know anything about farming, you know there’s no such thing as free time. When she’s not in the office, you’ll find her outdoors, teaching her children by example that a rich life is built through purpose, discipline, legacy, and stewardship, all while singing along to some good ol’ country music.

Role
Kate has always enjoyed making complex topics understandable and easy to apply in the real world.
She works with retirees and pre-retirees to develop practical strategies for investing, generating income, tax strategy, Social Security timing, and Medicare. Kate especially enjoys developing plans for investors approaching retirement, LGBTQ singles and couples, and solo retirees.
Kate’s expert financial columns have appeared in major publications including U.S. News & World Report, Morningstar Magazine, Financial Planning Magazine, CNN Underscored Money, TheStreet, and Investor’s Business Daily. Her roles as both a practicing advisor and nationally recognized financial author gives her a perfect vantage point for analyzing retirement trends and applying what actually makes sense for real people.

Background
After earning her MBA from the Kellogg School of Management at Northwestern University, Kate began her career as an investing coach before becoming a licensed financial advisor. She later founded and led an independent advisory firm serving clients nationwide and helped launch and scale other advisory firms.
She also works seasonally as a tax preparer, which gives her practical insight into how retirement and tax strategies are intricately linked.
Kate is the author of Don’t Let Your Money Kick the Bucket Before You Do, a guide to creating retirement plans that hold up through market volatility, Social Security claiming decisions, and those inevitable curveballs that life throws at you.

In Her Free Time
Outside of work, Kate enjoys travel, hiking, OrangeTheory workouts, and pickleball. She and her partner Jamie also develop YouTube channels on retirement, fine art, and tai chi. She’s a devoted Buffalo Bills fan, and together they share their home with four cats and two dogs, all rescues.