Our story
Sittner & Nelson is about making finance personal—helping people navigate their wealth with confidence, clarity, and purpose.
Fred Sittner and Todd Nelson founded the firm in 2010 on the belief that financial planning should be more than just numbers—it should be about understanding clients and helping them achieve success on their terms.
The firm’s personable culture extends beyond its founders. Advisors Sarah Brooke and Kevin Sittner and their dedicated support team embody the same client-focused approach, emphasizing trust, transparency, and care in every interaction.
The team integrates long-term financial planning, customized investment strategies, thoughtful risk management, collaboration with other financial professionals, and a commitment to client education—helping people feel informed and confident in their financial decisions.
Commitment to our community
At Sittner & Nelson, we are dedicated to supporting our community by contributing to organizations that make a meaningful impact.
Ready to have a conversation? We can help you navigate the often-complex task of wealth management by giving you expert advice you can trust.
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