Allodium Investment Consultants, LLC

Derek Van Calligan is a CFP® professional with seven years of industry experience. He has worked at Allodium Investment Consultants since 2019, following prior roles at Sharkey, Howes & Javer, Ellenbecker Investment Group, Inc., and Clifton Larson Allen Wealth Advisors. Allodium Investment Consultants serves individual and institutional clients, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware strategies primarily using passive funds and ETFs, with customized portfolios aligned to client goals and risk tolerance.

Kimberly Hamlin is a CFP® professional currently with Allodium Investment Consultants, LLC, bringing nine years of industry experience. Her prior roles include positions at Prowealth Financial, Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., JW Cole Financial, Inc., JW Cole Advisors Inc., and MWFBI. Allodium serves a diverse client base including individuals, trusts, foundations, endowments, and pension plans, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware investment strategies primarily using passive funds and ETFs, with customization based on client goals and risk tolerance.

Saul Baumann is a CFP® with 13 years of industry experience and currently serves as an advisor at Allodium Investment Consultants, LLC. He has worked at Allodium since 2021 and previously was with Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves a diverse client base including individuals, trusts, foundations, endowments, and pension plans. The firm employs a broadly diversified, low-cost, tax-aware investment approach primarily using passive funds and ETFs, with customized portfolios aligned to clients’ goals and risk tolerance.

Eric Hutchens is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He has been with Allodium Investment Consultants, LLC since 2015 and works as part of a five-advisor team based in Minneapolis, MN. Allodium serves individual and institutional clients, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware strategies primarily implemented through passive funds and ETFs, with selective use of active management when advantageous.

Jessi & the team at Penobscot Financial Advisors serve clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from changing jobs and handling inheritances, to preparing for retirement and enjoying retirement. PFA works as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized. We offer both Financial Planning + Asset Management or stand-alone Financial Planning. PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly. As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.