Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Jeffrey Risbrudt

APMA®, CRPC

Financial Advisor

Learn more about Jeffrey Risbrudt Visit Jeffrey Risbrudt's website

Matthew J De Vries

MBA, CFP®

Private Wealth Advisor

Chief Executive Officer of Surety Wealth Group
Learn more about Matthew J De Vries Visit Matthew J De Vries's website


Our team

Annette McGrath

Annette McGrath

Client Service Specialist

Ethan Schroeder

Ethan Schroeder

Financial Planning Assistant

Jane Rogness

Jane Rogness

Operations Director

Amanda Lisi

Amanda Lisi

Intern