Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

David S Meyer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David S Meyer Visit David S Meyer's website

Tania M Meyer

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tania M Meyer Visit Tania M Meyer's website

Brandon Meyer

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brandon Meyer Visit Brandon Meyer's website

Kaylob Croston

APMA

Financial Advisor

Learn more about Kaylob Croston Visit Kaylob Croston's website


Our team

Nancy Tibbet

Nancy Tibbet

Operations Specialist

Melissa Westphal

Melissa Westphal

Client Service Coordinator

Mandi Chojnacki

Mandi Chojnacki

Marketing Specialist

Rebecca Johnson

Rebecca Johnson

Client Service Specialist

Tammy L Schmidt

Tammy L Schmidt

Client Service Specialist

Courtney Meyer

Courtney Meyer

Administrative Assistant