You have unique challenges and we may have solutions. As a local financial advisor team, we work with many people just like you in Tomah, Sparta, Wisconsin Wells, and the surrounding Wisconsin areas. Our team focuses on your goals to create personal financial plans to help minimize risks so that you can pursue your passions and dreams.
As we get to know you, we apply our exclusive Confident Retirement® approach to address four key areas to help you enjoy a more confident financial life.
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Meet Callie, our “Planning Mastermind & Client Right Hand,” known for keeping clients top of mind in every detail. She manages financial planning deliverables, updates plans, and ensures every meeting feels personal and welcoming. A fan of ribeye, Top Gun: Maverick, and The Resident, she shares her home with two cats—Bug and Millie—and once dreamed of swimming with Free Willy.
Bachelors in Fashion Merchandising
Meet Kim, our “Director of Smooth Sailing” and first point of contact for clients. A former teacher, she brings her love of organization and people skills to ensure meetings, money movement, and office processes run seamlessly. She loves Mexican food, Friends reruns, Shawshank Redemption—and hopes to have a dog of her own one day.
Meet Hope, "Plan Whisperer & Task Tamer," with a finance degree from the University of Wisconsin–Whitewater. After interning with Ameriprise, she discovered her passion for helping clients feel confident and supported in their financial journey. Outside the office, she enjoys time with her golden retriever, Penny, loves a good chicken sandwich, and is a fan of Top Gun: Maverick and The Office.
BBA in Finance
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