With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Richard Condiff

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Richard Condiff's website

Bradley Koenck

MBA, CRPC

Financial Advisor

Visit Bradley Koenck's website

Ryan Nelson

Financial Advisor

Visit Ryan Nelson's website

Ross Zieglmeier

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ross Zieglmeier's website

Zachary Kreklau

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Zachary Kreklau's website


Team

Shelley Wessels

Shelley Wessels

Client Service Manager

Sara Moran

Client Service Manager

Yulanda Burgau

Client Service Manager