The Team

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Chris G Madden

Chris G Madden

Private Wealth Advisor

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Designations

CRPC®, CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits

Education

BA, Marketing - Southwest State University, 1991
AR License #995770

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Kyle Wallentine

Kyle Wallentine

Financial Advisor

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Designations

CFP®, RICP®

Top Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Augsburg College, Finance degree, Accounting Degree, Business Admin Minor 2007, College for Financial Planning, CFP Designation 2010
AR License #8451843

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Our Staff

Ashley Buer

Paraplanner

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Qualifications

  • FINRA Series 7 and 66 license
  • Bachelor of Arts Augsburg College, 2005

Marcille Barvels

Administrative Assistant

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Qualifications

  • More than 5 years experiance