The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Staff

Shane McCauley, CFP<sup>®</sup>

Shane McCauley, CFP®

Associate Financial Advisor

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Qualifications

  • Bachelor of Science, Personal Finance-2013
  • University of Wisconsin-Madison
Thomas Sand

Thomas Sand

Paraplanner

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Qualifications

  • Bachelor of Science - Personal Finance 2018
  • Graduate of the University of Wisconsin - Madison