With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Timothy Benes

CLTC®

Financial Advisor

Learn more about Timothy Benes Visit Timothy Benes's website

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