Hi, I’m Van Schillinger, and I am dedicated to helping you feel confident, organized, and fully supported in your financial life. I believe that the best financial decisions come from a foundation of clarity and education, which is why I prioritize a planning-first approach with every client I serve. By building deep, trust-based relationships, I’m able to translate complex financial topics into simple, meaningful conversations that help you make informed choices. My professional background includes working extensively with families and business owners to manage both their wealth and insurance needs.

As a Chartered Financial Consultant® (ChFC®), I am committed to continual learning and delivering the most thoughtful, comprehensive advice possible. My style is collaborative and practical; I want to help you define exactly what financial independence means to you. Together, we will build a strategy designed to evolve as your life changes, ensuring your plan remains as dynamic as your goals. I am passionate about creating a roadmap that truly aligns with what matters most to you and your family. I look forward to partnering with you to secure the future you’ve envisioned.