How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Scott R Dagel

Scott R Dagel

CFP®

Private Wealth Advisor

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

Adam Fox

CFP®, CRPC®, APMA®

Financial Advisor

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

Charles Jakober

CFP®, ChFC®

Financial Advisor

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

Brady Fuhrman

Associate Financial Advisor

Learn more about Brady Fuhrman
David Falconer

David Falconer

Financial Advisor

Learn more about David Falconer Visit David Falconer's website
Matthew Sowden

Matthew Sowden

MBA

Financial Advisor

Learn more about Matthew Sowden Visit Matthew Sowden's website

Our team

Teresa Kaasa

Teresa Kaasa

Client Service Manager

Roles & Responsibilities

  • New Client Intake & Transactions
  • Client Assistance & Scheduling
  • New Business Processing
  • Data Gathering
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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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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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Brady Fuhrman

Brady Fuhrman

Financial Planning Assistant

Roles & Responsibilities

  • Financial Planning Analytics
  • Financial Planning Coordination
  • Data Gathering
  • Client Follow up & Assistance
View more