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

Bret Johnson

MBA, APMA

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Bret Johnson Visit Bret Johnson's website

Tom Stricker

CFP®, APMA

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Tom Stricker Visit Tom Stricker's website

Frederick Ganter

MS, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Frederick Ganter Visit Frederick Ganter's website


Our team

John Long

John Long

Business Development Manager

Jackie Bell

Jackie Bell

Office Manager

Personal Intro

My interests include spending time with my husband Jesse, family, and friends, canoeing, supporting my nieces' & nephews' sporting events, attending car shows, and drag car races. I also love planting and growing flowers and tending to our cherry, apple, and pear trees. My favorite food is tacos. I even have a taco purse!

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Amy Luskey

Amy Luskey

Office Manager

Sarah Ross

Sarah Ross

Financial Planning Specialist

Personal Intro

I have been in the business for over 30 years, but I am not quite ready to give up the people and the work in the business. My husband, Pete and I spend time at our home in Hayward, WI with family and friends. I enjoy hiking, fishing, bike rides and kayaking in the summer and snowshoeing in the winter. We love spending time with our sons, their wives, our two granddaughters, and our dogs!

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Brenden Dauphin

Client Service Coordinator

Tom Casey

Financial Planning Specialist