We make your financial goals our priority
Establishing a Path to Financial Freedom
Welcome To Pathwise Financial Services
When it comes to financial decisions, you want to make the right choices given your unique circumstances and future plans. We listen, assess, analyze, formulate, and discuss our thoughts with you to create a mutually agreed upon plan that is designed to work toward your long-term goals. When you partner with the Pathwise team, you can expect clear communication from an experienced, credentialed investment advisor who will position your portfolio to tax efficiently take advantage of the market opportunities that are presented. Through the work we do together, you can feel confident in the plan that was created to pursue your goals. We cherish our client relationships and will work tirelessly to become your trusted financial advisor.
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Pathwise Financial Services is committed to:
- Providing clear, personalized investment advice
- Communicate clearly how your investment goals are to be managed
- Instill confidence in your investment decisions
- Be a trusted advisor to each client
Services
Planning
Planning now for the life you want later through holistic income, estate, tax, and retirement planning.
Investments
Reviewing your investments, monitoring your assets, and designing a personalized portfolio exact to your needs.
Managed Accounts
Providing you with independent advice to work toward your long-term goals and feel financially prepared for what life brings.
Life Insurance
The foundation of every plan is protecting your loved ones from financial uncertainty and may provide much needed peace of mind.
Business Continuation Planning
Assisting business owners to plan for their next season of life, while helping manage the business for years to come.
Fiduciary Investment Plans
Our standard in personalized wealth management means a commitment to putting your interests first, always.
Advice
Decades of investment experience.
Service
Guiding you through the most suitable financial decisions.
Reliability
Going above and beyond to make things happen.
About Our Team
Your Experienced Advisor: Bob Finnegan
Bob spent 22 years in the corporate world coaching, training and supervising financial advisors. He developed deep relationships with clients, structured portfolios and created sustainable plans to assist families to pursue their investment goals.In 2015, he continued his mission of helping to create and maintain wealth for his clients through education, communication and professional service.
Bob is a fiduciary, meaning you're entering into a relationship that has your best interests in mind when it comes to advisory services. He will take the time to understand what is truly important to you and your unique financial situation. He will work with you to develop a wealth management strategy that is tailored to your financial needs, with a key focus on understanding, choosing, and executing the strategy for generating a sustainable income that you will not outlive from the available resources.
Bob has a degree in Finance with an emphasis in economics. In 2007 he earned his ChFC Chartered Financial Consultant designation and in 2011, his CLU Chartered Life Underwriter designation. He holds the Series 7, 24, 63 and 65, along with his MN Life and Health license.
Bob enjoys spending time with his two daughters, volunteering for various local charities, hunting, fishing, snowmobiling, hiking, running and competing in Ironman competitions.
Tami Vylasek
Tami Vylasek embarked on her professional journey in 2001 with US Allianz Securities, a Minneapolis-based broker/dealer. Initially serving as a licensing coordinator, she later transitioned into the role of a transition specialist, dedicated to aiding advisors in their transition to the broker-dealer. Tami collaborated closely with various departments such as new business, sales/marketing, and compliance during her tenure at Allianz Life Financial Services and Questar Capital. Over the years, she has also contributed her expertise to a couple of smaller broker-dealers.
Outside of work, Tami finds joy in spending quality time with her daughters, husband, and their beloved dog, Coco. Her interests extend to outdoor activities like camping, biking, and jogging, as well as volunteering at her local church.
Schedule a Meeting
Whether you have an investment idea you’d like to discuss or have no idea where to start planning for your future, Pathwise Financial keeps things simple. Schedule an appointment now, so we can talk things through and you can move forward with confidence.
Contact info
Hours
Mon-Fri 9am – 5pm
Sat-Sun by appointment only
Social Media
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Member
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