Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Michael E Smith

CFP®, MSFS

Private Wealth Advisor

Learn more about Michael E Smith Visit Michael E Smith's website

Kim Angell

CFP®, ChFC®, APMA

Financial Advisor

Chartered Financial Consultant®
Learn more about Kim Angell Visit Kim Angell's website

Tracey Stalter

CFP®, ChFC®, APMA

Financial Advisor

Chartered Financial Consultant®
Learn more about Tracey Stalter Visit Tracey Stalter's website

Michael Nerdahl

CRPC, APMA

Financial Advisor

Learn more about Michael Nerdahl Visit Michael Nerdahl's website

Robert L Von Holdt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Robert L Von Holdt Visit Robert L Von Holdt's website

Austin Korger

APMA

Financial Advisor

Learn more about Austin Korger Visit Austin Korger's website

Michael L Wolbers

ChFC®, APMA

Financial Advisor

Learn more about Michael L Wolbers Visit Michael L Wolbers's website

Travis Rucinski

APMA

Financial Advisor

Learn more about Travis Rucinski Visit Travis Rucinski's website


Our team

Nancy Kaczmarek

Nancy Kaczmarek

Office Manager

Tami Kubowski

Tami Kubowski

Client Service Coordinator

Paula Hoerter

Paula Hoerter

Client Service Coordinator

Donna Saddison

Donna Saddison

Client Service Coordinator

Sasha Hornung

Sasha Hornung

Financial Planning Assistant