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



Advisors

Dean P Velzke

Dean P Velzke

ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Dean P Velzke's website

Team

Dawn Hager

Client Service Specialist