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About Us

Basecamp Financial Group

Plan the Climb. Enjoy the Journey.

Every successful ascent begins with preparation. Before the summit is reached and before the flag is planted, there is a base camp. At Basecamp Financial Group, we provide the technical expertise and steady hand needed to navigate the tough climb. We are the foundation for your financial journey.

We believe that navigating the financial landscape is much like climbing a mountain. The terrain can be rugged, the weather of the markets can change in an instant, and the path isn't always clear to the untrained eye. That is where we can be your guide.

Welcome to Basecamp! Navigate Your Financial Journey with Confidence

Welcome to Basecamp! Navigate Your Financial Journey with Confidence


Your goals come first. From retirement planning to wealth management, we use our experience and clear, straightforward strategies to help you navigate your financial future with confidence.

We Are Your Guides

Just as a mountaineer relies on a skilled team to manage their gear and map the route, our clients
rely on us to manage their wealth and map their future. We provide the strategy, the tools,
and the experience necessary to help you move from where you are
today to the peak of your financial potential.



Our Approach

At Basecamp Financial Group, our clients always come first. We take ownership of the logistics, the risk management, and the heavy lifting, so you don't have to.

We don’t just focus on the summit; we focus on the safety of the ascent. Whether you are accumulating wealth, transitioning into retirement, or securing a legacy, we ensure your footing is stable at every elevation. We manage the terrain, so you are free to enjoy the journey.

How We Work

We offer personalized, hands-on service and a wide variety of resources. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and preserving wealth.

We are your independent advocates.  We are not linked to a particular company or product.



A big thanks to Chris Lind for all the awesome Basecamp photos. 

Financial Planning

Retirement Plans

Estate Plans

Generational Wealth Transfer

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans

Investments

Brokerage Accounts

Mutual Funds

Exchange Traded Funds

Stocks/Bonds

Alternative Investments

Annuities

529 College Savings Plans

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Variable Annuities

Insurance

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Corporate Solutions

Succession Planning

Funding Buy-Sell Agreements

Key Person Coverage

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.