Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Kristopher Wiege

CRPC, CFS®, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristopher Wiege Visit Kristopher Wiege's website

Elisa Schaum

CRPC, CFS®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Elisa Schaum Visit Elisa Schaum's website

Joshua Mancell

CFP®, APMA®, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Joshua Mancell Visit Joshua Mancell's website

Samuel Johnson

Associate Financial Advisor

Learn more about Samuel Johnson Visit Samuel Johnson's website


Our team

Allanah Luxenburg

Office Manager,

Client Relationship Manager