Since 1980, Braun Financial Services has been helping individuals, couples and families to identify their financial goals and help them to achieve those goals.

Braun Financial has been owned by Dave Terpening and Rosalie Leischner since November of 1999. Dave and Rosalie each have over 25 years experience assisting clients. In addition, they both hold the Certified Financial Planner designation as does Christine Conway who joined Braun Financial in July of 2009. In addition, Dave holds the Chartered Life Underwriter designation.

In order to maintain these designations, each of us are required to complete a thorough annual program on on-going study so that we remain up to date on issues of taxation, investing,  financial planning and more. This helps ensure that we combine years of experience with the most up to date information for the benefit of our clients.

How we can help you:

Financial and investment planning is a multi-step process that helps identify your current situation, your goals and objectives and creates a plan to meet those objectives and then keeps things up to date to help you stay on track.

From a straight forward make-over to  complete financial plan, Braun Financial  can help you.