Our advisors

Advisor photo for Jan M Spielman

Jan M Spielman

MBA, BFA, ChFC®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jan M Spielman Visit Jan M Spielman's website
Advisor photo for Chris Korte

Chris Korte

MBA, CFP®, CLTC®, APMA

Private Wealth Advisor

Learn more about Chris Korte Visit Chris Korte's website
Advisor photo for Andrew Spielman

Andrew Spielman

CFP®, CRPC

Financial Advisor

Learn more about Andrew Spielman Visit Andrew Spielman's website
Advisor photo for Brian J Rech

Brian J Rech

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian J Rech Visit Brian J Rech's website
Advisor photo for Elwin J Aggen

Elwin J Aggen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Elwin J Aggen Visit Elwin J Aggen's website
Advisor photo for Keith Mc Carney

Keith Mc Carney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Keith Mc Carney Visit Keith Mc Carney's website
Advisor photo for Ryan Gilbert

Ryan Gilbert

MBA, APMA, CMFA®

Financial Advisor

Learn more about Ryan Gilbert Visit Ryan Gilbert's website
Advisor photo for Christian Ohl

Christian Ohl

CLTC®, CRPC

Financial Advisor

Learn more about Christian Ohl Visit Christian Ohl's website
Advisor photo for Erika Wachholz

Erika Wachholz

CRPC, APMA

Financial Advisor

Registered Principal Delegate
Learn more about Erika Wachholz Visit Erika Wachholz's website
Advisor photo for Nicholas L Anderson

Nicholas L Anderson

APMA

Associate Financial Advisor

Learn more about Nicholas L Anderson Visit Nicholas L Anderson's website


Our team

Gretchen Sutton

Gretchen Sutton

Practice Manager

Kimberly Conover

Kimberly Conover

Client Service Manager

Trudy M. Inglis

Trudy M. Inglis

Client Service Manager

Lisa Kretsch

Lisa Kretsch

Client Service Manager

Tori Johnson

Tori Johnson

Client Service Manager

Amy Schmidt

Amy Schmidt

Client Service Manager

Dawn Stephens

Dawn Stephens

Administrative Assistant

Brenda Paulzine

Brenda Paulzine

Client Service Manager

Julie Jeno

Julie Jeno

Paraplanner,

Financial Planning Assistant