Meet Our Team

I got into the business because it was a more personal connection than banking. I believed I could help financially organize my clients in an area most did not feel comfortable, help simplify the process to make it more understandable, and then create a path for them to help them reach their goals. As we have always said, the best part of our job is sitting with clients and helping them feel better about their financial lives.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Business Practice Management and Advisory

Seasoned professional with a diverse and unique combination of finance and portfolio strategy experience gained while working in the investment industry with a record of establishing, creating, implementing, and monitoring financial plans to create customized strategies.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Insurance – Life, Disability, Long Term Care & Health

In a time when we are inundated with information, my goal is to help clients sift thru the noise and outline a financial plan that fits their specific needs and goals. We are constantly being "sold" to and I take great pride in collaborating with clients to help them identify the potential obstacles in the market place and free up their time so they can focus on what drives them.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Tax Planning, Insurance – Life, Long Term Care and Disability

I feel my purpose is to help educate clients so they can make informed decisions. To set a path forward that can help provide financial freedom down the road, setting measurable and achievable benchmarks along the way. I lean on my 18+ years of investment experience to engage clients thru a deep understanding of personal motivations and individualized goals.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Business Practice Management and Advisory

I enjoy helping clients connect the dots between their investments, taxes, retirement income, and long-term goals. My approach focuses on simplifying complex financial topics and uncovering planning opportunities that can have a meaningful impact over time. With over 11 years of industry experience, I strive to provide thoughtful guidance that helps clients gain confidence in their financial future and enjoy the wealth they have worked hard to build.

PROFESSIONAL SPECIALTY: Retirement Planning, Income Distribution Planning, Tax Planning, Investment Management, Charitable Planning

Matthew graduated from UW – La Crosse with a degree in finance and enjoys helping others while building personal connections with clients. He is excited to learn and grow alongside the team. Outside of work, Matthew enjoys getting outside, playing golf, traveling, and spending time with friends and family.

Throughout my career, I have partnered closely with advisors and clients to simplify complex financial matters, provide exceptional service, and create a seamless client experience. My goal is to make the financial planning process approachable and organized while building meaningful relationships based on trust, communication, and personalized service. I hold FINRA SIE, Series 7, and Series 66 licenses, along with multiple insurance licenses. When I'm not in the office, you'll usually find me riding my motorcycle, spending time with my German Shepherd, Nova, experimenting with new recipes in the kitchen, or making memories with my two nephews. Outside the office, I enjoy hitting the open road on her motorcycle, spending time with my German Shepherd, Nova, experimenting with new recipes in the kitchen, and making memories with my two nephews.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans