Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

Scott Leibfried

Scott Leibfried

ChFC®, APMA®

Private Wealth Advisor

President
Learn more about Scott Leibfried
Tim Bliss

Tim Bliss

CFP®

Financial Advisor

Learn more about Tim Bliss
Kirk Osborne

Kirk Osborne

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kirk Osborne
Gary Rowan

Gary Rowan

CRPC®, APMA®

Financial Advisor

Learn more about Gary Rowan Visit Gary Rowan's website
Ricky J Winslow

Ricky J Winslow

Financial Advisor

Learn more about Ricky J Winslow Visit Ricky J Winslow's website
Joe Leibfried

Joe Leibfried

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Joe Leibfried Visit Joe Leibfried's website
DeAnna Brown

DeAnna Brown

Financial Advisor

Learn more about DeAnna Brown
Terry Belken

Terry Belken

CFP®, APMA®

Financial Advisor

Investment Manager
Learn more about Terry Belken Visit Terry Belken's website
April Buol

April Buol

APMA®

Financial Advisor

Financial Planning Specialist
Learn more about April Buol Visit April Buol's website
Kole Wagner

Kole Wagner

Financial Advisor

Business Development Specialist
Learn more about Kole Wagner Visit Kole Wagner's website
Kelly Schwigel

Kelly Schwigel

Financial Advisor

Learn more about Kelly Schwigel
Logan Ben

Logan Ben

Financial Advisor

Learn more about Logan Ben
Mark Frederick

Mark Frederick

MBA, AAMS®, CRPC®, APMA®, CEP®

Private Wealth Advisor

Managing Partner
Learn more about Mark Frederick
Timothy Breitfelder

Timothy Breitfelder

MBA, CFP®, CLTC®, APMA®

Financial Advisor

Managing Partner
Learn more about Timothy Breitfelder

Our team

Tara L Staner

Tara L Staner

Paraplanner,

Operations Director
Connie M Leibfried

Connie M Leibfried

Executive Assistant

Stacey A Willenbring

Stacey A Willenbring

Paraplanner,

Client Service Manager
Megan K Brunsmann

Megan K Brunsmann

Client Service Specialist

Pamela DeCastris

Client Service Specialist