Team profile

Our Approach

To develop and maintain close, meaningful relationships based on honesty and integrity.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • Tom Humphrey, Five Star Wealth Manager, 2012-2026
  • Reed Pawelk, Five Star Wealth Manager, 2012-2026
  • Jordan Redepenning, Five Star Wealth Manager, 2023-2026
  • Tony Hackenmueller, Five Star Wealth Manager, 2024-2026
  • Dan Roeschlein, Five Star Wealth Manager, 2024-2026

Community participation

Our photos

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