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Our Team

Our team strives to deliver customized plans tailored to our client's needs, and we back that with unparalleled client service. We take pride in helping our clients develop tax-efficient, long term financial plans to achieve their personal and business goals.

The Anderson Financial Group team grouped together outside

Joseph M Anderson CFP®, CLU®, ChFC®, CASL®

Founder and Private Wealth Advisor

Jason F Valentino CFP®, ChFC®, CLU®

Private Wealth Advisor

Barbara A Bertrand CLU®

Chief Operating Officer and Private Wealth Advisor

Zachary S Mueller

Director of Portfolio Research and Advisory

Louise A Paladino

Director of Operations

Nicole Winacott

Associate Financial Representative

Kyle J Houser

Associate Wealth Management Advisor

Carolyn J Millington

Associate Financial Advisor

Heather L Bull

Associate Wealth Management Advisor

Jana Hanagan

Associate Wealth Management Advisor

Karen A Hoffman CLTC®

Director of Insurance Operations and Services

Sarah Schotts

Associate Financial Representative

Jonathan Krist CFP®, ChFC®, CDFA®

Private Wealth Advisor and Director of Financial Planning

Lauren E Houser

Director of Marketing and Client Experience

Erin White

Executive Assistant

Jalissa Patrice Watson

Executive Assistant

Ada Lynn Keefe