Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team

Deanna Seippel

Deanna Seippel

Client Relationship Manager

Lisa Nicolai

Lisa Nicolai

Administrative Assistant

Heather Koenig

Heather Koenig

Financial Planning Assistant

Qualifications

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Jenny Zirbel

Jenny Zirbel

Client Service Specialist