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Prior to establishing this firm, John spent over 16 years running his own finance and equipment leasing company, providing financing solutions to medium sized corporations.
"Early in my career, I was balancing the demands of running a growing business and managing my own family's finances. Even with a background in finance and access to high-priced professional advisors, our personal finances didn't get the attention they deserved. With no one to help coordinate the efforts of these specialists, I often received fragmented and contradictory advice, resulting in missed opportunities. I believe that most people face these same challenges. My goal in establishing Sentry Financial Planning is to simplify the challenges of managing your personal finances. We will provide you straightforward recommendations and assistance in implementing them, giving you both peace of mind and time to focus on what is really important to you."
Education & Affiliations
Helene brings over 15 years of management and customer service experience to Sentry Financial Planning. She is the initial point of contact for the firm and also manages the day-to-day operations for the office.
"The most important part of my job is helping to guide our clients through the financial planning process. People feel confident working with us because they know they will have support at every step of the way in order to keep things simple and organized. Whether I am scheduling appointments, answering questions, or collecting information, clients can rely on me to keep their affairs in order."
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Founder John Spoto
Helene Spoto, Client Relations and Operations Manager