Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Timothy Benes

Timothy Benes

CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Timothy Benes Visit Timothy Benes's website
Advisor photo for Mark A Engles

Mark A Engles

MBA, CFP®, CRPC, APMA®, RICP®

Private Wealth Advisor

Franchise Owner
Learn more about Mark A Engles Visit Mark A Engles's website


Our team

Curney Faltynski

Curney Faltynski

Executive Assistant

Cal Jensen

Cal Jensen

Financial Planning Assistant,

Marketing Manager