Home | Livswell Retirement Planning Specialists

About Livswell

Livswell is an independent, full-service investment management and financial planning firm dedicated to helping clients with the nuances and complicated financial decisions they face in the second half of life.

Livswell Leadership

Erik Hofstrom CFP®, RICP®

Certified Financial Planner™ Retirement Income Certified Professional®

Chris Zaccarelli CFA

Chief Investment Officer with IAA

Steve Gensler MBA, MSBA, CFP®

Chief Innovation Officer with IAA

Kip Kiser GA

Director of Insurance and Advanced Planning

Rachel Wyatt

Client Service Director

Melanie Hofstrom

Retirement Lifestyle Coach

Nate Chambers

Senior Compliance Officer

Our Services

Financial Planning

Custom Investment Strategies

Tax Minimization

Life Optimization

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How Can We Help?

Find out how we can help you pursue your financial freedom.

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We help clients over the age of 50 maximize their return on life.