Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

David S Meyer

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David S Meyer Visit David S Meyer's website

Tania M Meyer

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tania M Meyer Visit Tania M Meyer's website

Brandon Meyer

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brandon Meyer Visit Brandon Meyer's website

Kaylob Croston

APMA

Financial Advisor

Learn more about Kaylob Croston Visit Kaylob Croston's website


Our team

Nancy Tibbet

Nancy Tibbet

Operations Specialist

Melissa Westphal

Melissa Westphal

Client Service Coordinator

Rebecca Johnson

Rebecca Johnson

Client Service Specialist

Mandi Chojnacki

Mandi Chojnacki

Marketing Specialist

Courtney Meyer

Courtney Meyer

Administrative Assistant

Tammy L Schmidt

Tammy L Schmidt

Client Service Specialist