Your goals supercharged by expert advice

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
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
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
Madeline brings nearly 15 years of financial planning experience to her role, where she expertly combines practical strategies with the realization of future aspirations. Her background includes significant work with tech professionals on equity compensation and guiding families through the intricacies of retirement 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.