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 Advisors

Jessica E Mathias

Jessica E Mathias

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Education

BS, International Business, Cardinal Stritch University, Milwaukee, Wisconsin

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Our Staff

Kalette Fraser

Kalette Fraser

Administrative Assistant

Marketing Manager
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Roles & Responsibilities

  • Client Relations & Hospitality
  • Event Coordinator
  • Social Media Manager