Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Scott R Dagel

Scott R Dagel

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott R Dagel Visit Scott R Dagel's website
Adam Fox

Adam Fox

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Adam Fox Visit Adam Fox's website
Charles Jakober

Charles Jakober

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Jakober Visit Charles Jakober's website

Our team

Dawn Friedrichsen

Dawn Friedrichsen

Client Service Manager

Roles & Responsibilities

  • New Client Intake & Transactions
  • Client Assistance & Scheduling
  • New Business Processing & Transactions
  • Data Gathering
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Paula Krejchi

Paula Krejchi

Client Service Manager

Roles & Responsibilities

  • Client Assistance
  • Scheduling
  • Compliance Coordination
  • New Business Processing & Transactions
  • Data Gathering
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Megan Owen

Megan Owen

Client Service Manager

Roles & Responsibilities

  • Marketing Coordination
  • Client Service
  • Estate Settlement Service
  • Business Processing & Tracking
  • Client Meeting Preparation
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Shelby Marcotte

Shelby Marcotte

Financial Planning Assistant

Roles & Responsibilities

  • Financial Planning Analytics
  • Financial Planning Coordination
  • Data Gathering
  • Client Follow Up & Assistance
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