The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Shannon Lutze

Shannon Lutze

Private Wealth Advisor

More about me...



Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments


University of Wisconsin Whitewater, BBA Finance, 1999
AR License #2843769


Our Staff

Natalie Buslee

Natalie Buslee

Client Service Specialist

Office Manager
Teresa Cluka

Teresa Cluka

Client Concierge

Event Planner
James Magliocco, CFP<sup>®</sup>

James Magliocco, CFP®

Financial Planning Analyst