Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Christine M King

Christine M King

CFP®, CRPC, CDFA®

Private Wealth Advisor

Vice President
Visit Christine M King's website


Team

Irina Dianov

Irina Dianov

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7, 63, & 66 Securities Licenses
  • Wisconsin Life & Health Insurance Licenses
View more
Jatin Pal Singh

Jatin Pal Singh

Client Service Associate