Our advisors

Our team

Susan Everett

Susan Everett

Practice Manager,

Managing Partner
Rita Davis

Rita Davis

Financial Planning Specialist,

Chartered Financial Analyst®

Personal Intro

Qualifications

  • Bachelor of Business Administration in Finance, UW-Madison 1984
  • Chartered Financial Analyst 1990
  • Ameriprise Financial since 1997 – Planning Analyst
  • State of Wisconsin Investment Board 1984-1997
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Linda Thomas

Linda Thomas

Paraplanner,

Client Service Specialist
Marybeth Friske

Marybeth Friske

Client Concierge,

Financial Planning Assistant