Our goals for you: generate more wealth, protect your wealth, and when the time is right - share your wealth.
With us you have a dedicated team of professionals and financial advisors who will take the time to understand you, your situation and your goals. We advocate a holistic approach to your financial planning and provide the tools and resources needed to achieve your goals.
Meet Your Wealth Planning Team
 Stephen Roesner
Wealth Management Advisor
Registered Representative
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 Jessica Salic
Wealth Management Advisor
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 Patrice Mattison
Administrative Assistant
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 Maci Pauling
Administrative Assistant
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Our Approach
Step 1: DiscoveryOur professionals first seek to discover, then understand the goals and aspirations that are important to you.
Step 2: AnalysisKeeping your goals in mind, we analyze your current situation and pinpoint areas that may need adjustment.
Step 3: SolutionsAfter careful thought, we offer personalized plans of action that support your goals while managing risks.
Step 4: ImplementationUpon approval, we carefully implement the individualized solutions, gathering data for future performance assessment.
Step 5: Periodic ReviewPeriodically we assess the effectiveness of our actualized plans, course-correcting as needed to best meet your desired outcomes.