Our commitment and passion is to create a personalized financial plan that will help our clients feel confident their dreams will become reality and create a better financial future for themselves and those they care about.


Our advisors

Brent A Antti

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent A Antti Visit Brent A Antti's website

Bryan Drager

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Drager Visit Bryan Drager's website

Julie Gurkowski-Koehn

BFA

Financial Advisor

Learn more about Julie Gurkowski-Koehn Visit Julie Gurkowski-Koehn's website

Amy Vetrone

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amy Vetrone Visit Amy Vetrone's website

Ben Hoppenrath

BFA, CLTC®, APMA

Financial Advisor

Learn more about Ben Hoppenrath Visit Ben Hoppenrath's website

Michael E Williams

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael E Williams Visit Michael E Williams's website

Tony Denk

CFP®, ChFC®

Financial Advisor

Learn more about Tony Denk Visit Tony Denk's website


Our team

Jaime Mueller

Jaime Mueller

Practice Manager,

Client Service Specialist

Qualifications

  • Associates Degree - Administrative Professional - Fox Valley Technical College
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Sophia Artus

Sophia Artus

Client Service Specialist

Michaela Swanke

Michaela Swanke

Receptionist

Megan LeMacher

Megan LeMacher

Office Manager

Debra Denk

Client Service Specialist