With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Nathan Raddatz

CFP®, APMA, CRPC

Private Wealth Advisor

Learn more about Nathan Raddatz Visit Nathan Raddatz's website

Aaron Hillmer

APMA

Financial Advisor

Learn more about Aaron Hillmer Visit Aaron Hillmer's website

Cory Henschel

CFP®, APMA

Financial Advisor

Learn more about Cory Henschel Visit Cory Henschel's website

Joseph Jost

CFP®, CLTC®, APMA

Financial Advisor

Learn more about Joseph Jost Visit Joseph Jost's website


Our team

Nikki Sundsmo

Nikki Sundsmo

Financial Planning Specialist

Cristin Svatek

Cristin Svatek

Financial Planning Specialist

Shawnae Galien

Shawnae Galien

Financial Planning Specialist

Jena Hillmer

Jena Hillmer

Client Service Specialist

Diane Wallander

Diane Wallander

Office Manager

Malisha LeMay

Malisha LeMay

Client Service Specialist

Stephanie Sanchez

Stephanie Sanchez

Client Service Coordinator

Beth Nicklaus

Beth Nicklaus

Financial Planning Specialist