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.



Our advisors

Advisor photo for Bret Johnson

Bret Johnson

MBA, APMA

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Bret Johnson Visit Bret Johnson's website
Advisor photo for Tom Stricker

Tom Stricker

CFP®

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Tom Stricker Visit Tom Stricker's website
Advisor photo for Brian Aunan

Brian Aunan

CPA

Financial Advisor

Learn more about Brian Aunan Visit Brian Aunan's website


Our team

John Long

John Long

Business Development Manager

Jackie Bell

Jackie Bell

Office Manager

Personal Intro

My interests include spending time with my husband Jesse, family, and friends, canoeing, supporting my nieces' & nephews' sporting events, attending car shows, and drag car races. I also love planting and growing flowers and tending to our cherry, apple, and pear trees. My favorite food is tacos. I even have a taco purse!

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Amy Luskey

Amy Luskey

Office Manager

Sarah Ross

Sarah Ross

Financial Planning Specialist

Personal Intro

I have been in the business for over 30 years, but I am not quite ready to give up the people and the work in the business. My husband, Pete and I spend time at our home in Hayward, WI with family and friends. I enjoy hiking, fishing, bike rides and kayaking in the summer and snowshoeing in the winter. We love spending time with our sons, their wives, our two granddaughters, and our dogs!

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Brenden Dauphin

Client Service Coordinator

Fred Ganter

Financial Planning Specialist

Personal Intro

I enjoy spending time with my wife Brigid and son Freddie. We enjoy spending time with family and friends. We also enjoy going to festivals and being active in our church. When watching sports I cheer for the Wisconsin Badgers, Milwaukee Bucks, Minnesota Vikings and most importantly my fantasy football team!

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