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

Meghan McFarland Anderson

CRPC™

Financial Advisor

Franchise Owner
Visit Meghan McFarland Anderson's website


Team

Anna Werner

Anna Werner

Assistant

Personal Intro

Ann has lived in our pristine Northwoods for 27 years. Her previous role with T.A.Solberg, Inc. was Customer Service Manager, as-well-as administrative support to Minocqua’s Store Directors. Her background has always been in human resources and management. After 23 years of service with Trig’s she retired. Ann desired to return to the work field. She started at Meghan's office in January 2024.

Roles & Responsibilities

  • Schedule meetings and manage calendar organization
  • Handle financial paperwork to create and manage client accounts
  • Facilitate meeting preparation and follow up
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