We understand the impact that one small financial decision can have on the entirety of a retirement plan. That’s why we delve into each client’s unique goals and challenges by asking the big and the little questions.

Our mission is to create clarity and build long-term relationships through proactive, straight-forward advice so you can live retirement on your terms. 

No matter where you are at on your journey, most families make various transitions throughout their life. Our goal is to help you work though those transitions by listening and understanding what is most important, building a plan around that and then navigating you through the various decisions and roadblocks you will face on that journey.

Our proprietary process: the Retirement H.E.A.L.T.H. Stress-Test (tm) , helps navigate you through these transitions while strictly following our six core values.

Our 6 Core Values:

1. Organization - Help you get organized so you understand what you have, where it is and what it means.
2. Transparency - It is hard to make formal decisions without having transparency around where you are at today and what needs improvement
3. Fiduciary - To act in the best interest of those you are serving goes without saying. Not every financial planning firm does this. We remove conflicts of interest.
4. Proactive plan - A plan is a working blueprint that serves as the foundation for making financial decisions. A great plan anticipates future needs and helps you make decisions proactively before you run in to trouble.
5. Communication - Trust is built through honest, proactive and transparent communication.
6. Accountability - Do what you say you are going to do. We take a blue collar approach to your money. 



Banking

Finance

Insurance

Retirement

Health & Wellness

Health Insurance

Consumer Services

Pine Grove Financial Group

Matt Gulbransen

Claudia Miller Stack

Michelle Campbell

Lucas Kunde

The Operations team at Pine Grove Financial Group, consisting of a Director of Operations, Operations Associate, and Office Coordinator, is responsible for ensuring seamless day-to-day functions and implementing our proprietary Retirement H.E.A.L.T.H. Stress-Test™ process. They maintain organizational efficiency, facilitate transparent communication, and execute proactive financial planning strategies. This team supports our fiduciary duty by upholding our commitment to client-centric service and ensuring each interaction aligns with our six core values.

Operations

Client Services Team

Paraplanning Team

Operations

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Team members

Other teams at Pine Grove Financial Group

Client Services Team

Paraplanning Team