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

Meghan McFarland Anderson

CRPC

Financial Advisor

Franchise Owner
Visit Meghan McFarland Anderson's website


Team

Anna Werner

Anna Werner

Assistant

Personal Intro

Ann has lived in our pristine Northwoods for 27 years. Her previous role with T.A.Solberg, Inc. was Customer Service Manager, as-well-as administrative support to Minocqua’s Store Directors. Her background has always been in human resources and management. After 23 years of service with Trig’s she retired. Ann desired to return to the work field. She started at Meghan's office in January 2024.

Roles & Responsibilities

  • Schedule meetings and manage calendar organization
  • Handle financial paperwork to create and manage client accounts
  • Facilitate meeting preparation and follow up
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