Welcome to Sirak Financial
Building Strength since 1957
Whether you are retired, just getting started, or somewhere in between, we are here to help you achieve your financial goals.
Working together, accomplishing more
We work every day to help you achieve your goals AND make good on the commitments you make to the most important people in your life.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals--no matter what.
Pay it forward: Financial wellness for employees
When employees are stressed about money, they are distracted and less productive. Business owners can help.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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WHAT WE DO
We offer comprehensive growth and protection strategies.
OUR TEAM
Michael Oberholzer
Financial Advisor
Scotty Jones
Financial Advisor
Linda Smith
Medicare Specialist
Kelly Presson
Benefits and Medicare Specialist
Lisa Fleming
Client Service Associate
Tara Gordon
Client Service Associate
Raquel Thompson
Client Service Associate
Nicole Baldwin
Client Service Associate
Jennifer Cassidy
Benefits Services
Jennifer Stayer
Benefits Services