Broker Check


You're passionate about planning for your future...
...we're passionate about helping you achieve your goals


At LifePointe, we integrate your financial plan with your life passions & purpose. 

Through this approach, our goal is for you to achieve financial success while experiencing a greater sense of fulfillment along the way. 

 

our commitment to you

client-centric approach

At LifePointe, we actively listen, empathize, and understand your unique circumstances to provide personalized and tailored solutions. Placing your interests first is fundamental to our process in building trust and achieving successful outcomes.

trust

We know you rely on us for guidance and expect us to act in your best interest- we do too. At LifePointe, we demonstrate honesty, transparency, and ethical behavior in all interactions and decisions, maintaining the highest level of integrity.

transparency

At LifePointe, we are transparent, open, honest, and straightforward in our interactions with you. While transparency from us is critical, it is equally important from you. This ensures we can provide the most  appropriate advice in your financial journey.

communication

Effective communication is essential for building a strong client-advisor relationship. At LifePointe, we pride ourselves on consistently providing open, timely communication, while tailored to suit your needs.

expertise & Knowledge

We possess a strong foundation of knowledge and expertise in areas such as investments, retirement planning, tax strategy, estate planning, risk management, insurance, and other financial areas of concern. Continuous education while staying abreast of industry trends are crucial components for providing accurate advice from us at LifePointe.

adaptability

The financial industry is ever changing, with new products, technology, and regulations continuously emerging. We are committed to lifelong learning, keeping on top of industry developments that impact you, and adapting strategies to meet your needs as they evolve over time through life transitions and varying market conditions.

Our advisors


Michelle Hauge, CFP®

Senior Finanical Planner

mhauge@lifepointefp.com


David Welton, Jr.

Financial Advisor

dwelton@lifepointefp.com


Amie Fielder

Financial Advisor

afielder@lifepointefp.com


Michael Stafford, CPA, CFP®, PFS

CPA

mstafford@osaicwealth.com

Team Bios