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.

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Our advisors

Andrew Lochner

CFP®, ChFC®, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Andrew Lochner Visit Andrew Lochner's website

Kim Angell

CFP®, ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Kim Angell Visit Kim Angell's website

Michael Nerdahl

CRPC

Private Wealth Advisor

Learn more about Michael Nerdahl Visit Michael Nerdahl's website

Tracey Stalter

CFP®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Tracey Stalter Visit Tracey Stalter's website


Our team

Nancy Kaczmarek

Nancy Kaczmarek

Office Manager

Melissa Kokott

Melissa Kokott

Client Service Coordinator

Tami Kubowski

Tami Kubowski

Client Service Coordinator

Donna Saddison

Donna Saddison

Client Service Coordinator

Paula Hoerter

Paula Hoerter

Client Service Coordinator

Lexy Webb

Lexy Webb

Administrative Assistant

Sasha Hornung

Sasha Hornung

Financial Planning Assistant

Ben Heidemann

Ben Heidemann

Financial Planning Assistant