Finish Line Financial

Get the retirement you've always envisioned

The biggest worry people have when it comes to retirement is running out of money. There are so many pieces to consider (retirement income, social security, investments, nursing home care, and many more) it can be confusing, and it’s hard to know if you’re going to be ok. At Finish Line Financial we make the complex simple. We help you understand what to do with your money, why, and how it can help you accomplish your goals, so you can plan for a vibrant retirement.

Finish Line Financial is a team of experienced financial professionals with decades of experience doing everything they can to get folks across the finish line, right to the retirement they want. Finish Line has helped 500 families pursue their dreams. Let's make a plan for a brighter future today.

Happy Senior African American Couple on the Beach
Cropped Todds HS

"Everyone’s retirement looks a little different, which is why it can cause anxiety when it feels like you’re being pushed into a cookie-cutter retirement plan.

"Finish Line works with you to build a custom plan, specifically designed to match your goals so you can have confidence that you’ll live the life you always envisioned -- not someone else’s vision of your future."

Todd Holquist
Founder & Wealth Advisor

Our Team

Todd-Headshot-scaled

Todd Holquist

Founder & Wealth Advisor
Todd’s career spans over two decades of professional financial planning and investment services. In that time, there's been nothing more rewarding for Todd than seeing his clients succeed in their retirement goals.
9a625a74-1037-4de8-88f4-87b066a2caef

Gregory Kateff

CPA/PFS
Greg has 40+ years of financial experience and specializes in senior level financial and tax planning strategies. He brings a steady hand and great financial mind to your retirement planning.
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Randy Malloy

Para Planner
With years of experience as a Para Planner, Randy has a passion for analyzing clients’ financial situations and collaborating with advisors to assist with financial planning.
lorena_photo

Lorena Gonzalez

Client Service Associate
Lorena is an experienced administrative assistant who loves getting to know our clients. She won't stop until your question gets an answer.

Our Team

Todd-Headshot-scaled

Todd Holquist

Founder & Wealth Advisor
Todd’s career spans over two decades of professional financial planning and investment services. In that time, there's been nothing more rewarding for Todd than seeing his clients succeed in their retirement goals.
9a625a74-1037-4de8-88f4-87b066a2caef

Gregory Kateff

MBA, CPA/PFS - Senior Planner
Greg has 40+ years of financial experience and specializes in senior level financial and tax planning strategies. He brings a steady hand and great financial mind to your retirement planning.
Image-empty-state

Randy Malloy

Para Planner
With years of experience as a Para Planner, Randy has a passion for analyzing clients’ financial situations and collaborating with advisors to assist with financial planning.
lorena_photo

Lorena Gonzalez

Client Service Associate
Lorena is an experienced administrative assistant who loves getting to know our clients. She won't stop until your question gets an answer.
James Reinert

Jim Reinert

MBA - Client Service Associate
Jim’s long career in financial services provides a broad skill set of skills to the Finish Line team. He’s excited to continue helping folks achieve their retirement goals.
A senior tourist couple travellers hiking in nature at sunset, holding hands.

Our Core Values

It's an honor for Finish Line to work with our clients. You deserve to feel that way.

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    Ethical

    We believe that our clients deserve to be treated the way we'd like to be treated. That starts with always being upfront and respectful in our communication with our clients.

  • icon - transparent

    Transparent

    Trust is built on communication. Finish Line pledges to be honest and forthright so you know exactly what the plan is for your finish line.

  • icon - respect

    Respect

    Finish Line cherishes our relationship with our clients. The goal is always to treat folks with kindness and courtesy so that you understand how much we value you.

Learn how to take advantage of the same

retirement secrets

that multi-millionaires use every single day.

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What does your
finish line look like?

Everyone's retirement looks a little different. For some, it means traveling or turning a hobby into a second business. It's time to get to the finish line your way.