Home
About
Vision & Mission
Our Unique Model
Why our model is better for you
The Team
Data Security
Become an Advisor
Plan
Wealth Management 2.0
Advice-Only Planning
Mortgage Solutions
Invest
ICPM Showcase
The NOW Ecosystem
Portfolio Managers
Products
Self Directed Investing
Learn
NOW Academy
Contact
Find an Advisor
Find an Advisor
Connect with an Advisor
There's never been a better time than
NOW
to reach out, connect with a great Financial Planner, and gain access to a wonderful world of wealth management where YOU come first!
Click here to Meet the Team!
Name
E-mail
Cell phone
Are you an existing client?
Yes, absolutely!
No, but would sure love to be!
Maybe?
Select an Advisor
I don't have one, yet
Jack Wozniak - CFP, CLU, CHS, RWM
Allan Barss - CFP, LLB, RWM
James Rodgers - RWM
Eric Grabner - RWM
Kelly McGonigal - CFP, RWM
Kevin Patterson - CFP, RWM
Andrew Smart - CFP, RWM
Bonnie Siemens - CLU, CHFC
Michael Angiletta - AFCC, RWM
Ryan Clark - QAFP, RWM
Jana Palm-Rienks - CFP
Glenn Thorarinson - Executive Business Consultant
John Kalos - CFP
Tell us a bit about what you're looking for
Please select your preferred contact method:
Phone call
Zoom / Teams meeting
In person (office)
In person (home)
How did you hear about us?
Another happy NOW client
Darryl Robinson / Workforce Transition
Google / Online Search
Social Media
Other
How urgent is this request?
URGENT -- please get back to me ASAP!
SOMEWHAT URGENT -- please get back to me in the next 48-72 hours
NOT URGENT - please get back to me when you can!
Submit