In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Damon Dyas

Damon Dyas

Financial Advisor

Learn more about Damon Dyas Visit Damon Dyas's website
Rick Sieja

Rick Sieja

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rick Sieja Visit Rick Sieja's website
Nicholas Tucker

Nicholas Tucker

Private Wealth Advisor

Associate Franchise Consultant
Learn more about Nicholas Tucker Visit Nicholas Tucker's website
Gunther R Brieger

Gunther R Brieger

Financial Advisor

Learn more about Gunther R Brieger Visit Gunther R Brieger's website
Eva Moulton

Eva Moulton

Financial Advisor

Learn more about Eva Moulton Visit Eva Moulton's website
JC Wilhelm

JC Wilhelm

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about JC Wilhelm Visit JC Wilhelm's website

Our team

Carrie Barr

Carrie Barr

Client Service Specialist,

Paraplanner
Angela Bomber

Angela Bomber

Financial Planning Specialist

Shane Harvey

Shane Harvey

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • BS in Criminal Justice from Wayne State University
  • Life & Health Insurance Licenses

Roles & Responsibilities

  • Shane is directly involved in creating and delivering financial plans for our team.
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Stacie Helsel

Stacie Helsel

Operations Manager,

Paraplanner
Travis Liedke

Travis Liedke

Financial Planning Specialist

Kim Knuth

Kim Knuth

Office Manager,

Client Concierge
Jennifer Matthews

Jennifer Matthews

Client Service Specialist

Jessica Walla

Jessica Walla

Client Service Specialist

Roles & Responsibilities

  • Jessica's responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools
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Amanda Wilhelm

Amanda Wilhelm

Administrative Assistant

Roles & Responsibilities

  • Amanda handles scheduling clients for the Cornerstone Advisors and helps with the day-to-day operations of the team.
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