Our Story

The Heart of Hearthside Financial

Hearthside Financial Partners was built on a simple idea: financial planning should feel personal, thoughtful, and grounded in what matters most to you.

What does “Hearthside” Mean?

The name “Hearthside” reflects how we see our role. The hearth is the center of the home – a place to gather, to plan, and provide for the people around you. It offers warmth, stability, and a sense of belonging. That’s what we aim to create for our clients: a place where your financial life feels organized, supported, and at home.

Family Legacy, Built Around the Fireplace

Our firm brings together two perspectives shaped by different experiences, but grounded in the same values.

Dane has spent decades building lasting relationships with the families he serves. His career has always been centered on trust—helping clients feel confident in their decisions and at ease knowing they have a plan in place. It’s something we hear often: peace of mind, the ability to sleep better at night, and the comfort of knowing someone is looking out for them.

Lindsay’s path to the business adds a complementary perspective. Her experience at Jackson National Life focused on translating complex financial strategies into clear, simple ideas clients can easily understand. Combined with earning the CERTIFIED FINANCIAL PLANNER® certification, she brings a well-rounded approach to comprehensive planning and a focus on helping clients connect the dots across their full financial picture.

Working together is both personal and purposeful. Having grown up learning from her dad through countless “fireside chats” – conversations about life, money, and helping others – Lindsay continues to build on that foundation today. That means you get experience and perspective working side by side, with a shared commitment to doing what’s right for the people we serve.

Our Philosophy

We work with individuals and families at many stages of life, including business owners, those approaching or in retirement, and younger families building toward the future. While every situation is different, the goal is the same: to help you gain clarity, feel confident in your decisions, and create the freedom to focus on what matters most.

We believe financial planning starts with listening. Before making recommendations, we take the time to understand your goals, your concerns, and what a successful life looks like to you. From there, we build a plan that is clear, practical, and tailored to your needs.

We take the same thoughtful approach when it comes to investing. We often describe it as a “slow burn.” We believe in the long-term strength of the equity markets, the importance of diversification to protect from risk, and the discipline of staying invested through different market environments. Rather than trying to time the market, our focus is on time in the market – helping clients stay grounded, avoid emotional decisions, and remain committed to a plan built for the long haul.

At Hearthside Financial Partners, our goal is simple: to provide clarity, build confidence, and create a steady place for your financial life – so you can move forward with purpose.