Personal relationships are our focus, which is why the majority of our business is based on referrals from our clients and other professionals in the Madison, WI, area and beyond. Our financial advisors offer a tailored approach to helping you organize your financial goals in a way that gives you more confidence and control to make informed decisions about what you spend, what you save, and the security of your financial future.

Based on your goals and specific needs we can offer support and guidance through all stages of life to help you balance enjoying life now and leaving a legacy tomorrow. Whether it's through comprehensive planning or investment strategy, we consider both your current situation and the dreams you have for your future. It's our mission to help you protect and grow your wealth so that you can enjoy the benefits of your hard work.


Our advisors

Sharon Brantmeier

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Sharon Brantmeier Visit Sharon Brantmeier's website

Richard Radloff

APMA

Financial Advisor

Investment Manager
Learn more about Richard Radloff Visit Richard Radloff's website

Abigail L Grodecki

CFP®, BFA, APMA

Financial Advisor

Managing Partner of Eventus Wealth Advisors
Learn more about Abigail L Grodecki Visit Abigail L Grodecki's website

Sarah Wiersma

CFP®, APMA

Financial Advisor

Learn more about Sarah Wiersma Visit Sarah Wiersma's website

Shannon Anderson

CFP®, ADPA, APMA

Financial Advisor

Learn more about Shannon Anderson Visit Shannon Anderson's website

Michael St Marie

CFP®, APMA, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael St Marie Visit Michael St Marie's website

Kyle Boomgarden

Associate Financial Advisor

Learn more about Kyle Boomgarden Visit Kyle Boomgarden's website


Our team

Bevin Mitchell

Bevin Mitchell

Client Service Coordinator

Roles & Responsibilities

  • Bevin is the first point of contact for our clients. She also ensures the smooth operation of office processes, communications, and meeting preparation.
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Kyle Boomgarden

Kyle Boomgarden

Paraplanner

Roles & Responsibilities

  • Kyle works with the advisors to ensure trades are placed, and that clients receive their withdrawals and distributions. He also helps analyze data and create financial plans.
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DaiTryanna Mixson

DaiTryanna Mixson

Financial Planning Specialist

Roles & Responsibilities

  • Dai oversees client preparations, analyzing statements, forms and financial data and translates that into deliverables for the advisors to share with their clients.
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