Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bobby Swoboda

CRPC, AAMS, CMFC, AWMA℠

Private Wealth Advisor

Franchise Owner
Learn more about Bobby Swoboda Visit Bobby Swoboda's website


Our team

Colleen M. Schnappauf

Colleen M. Schnappauf

Client Service Manager

Bridget Schiltz

Bridget Schiltz

Client Relationship Manager,

Marketing Manager
Kelly Kittleson

Kelly Kittleson

Client Service Manager

Jamie Ott

Jamie Ott

Client Service Manager

Joe Lanzer

Joe Lanzer

Client Service Manager