Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Income Strategies

Awards & recognition

  • NaviPoint Advisory Group, Ameriprise Client Experience Award, 2020-2023
  • Michael G Fleege, Ameriprise Circle of Success Diamond Ring, 2011
  • Michael G Fleege, Ameriprise Circle of Success, 2000-2016, 2019-2023

Community participation

2022 Relay for Life - Cheri's Family
2022 Relay for Life - Cheri's Family
  • Relay for Life of Dubuque

Mission Statement

Our mission is to conduct business with integrity and in a confidential and timely manner. We seek to understand your goals, work together in a spirit of collaboration and support empowered decision making, thereby inspiring confidence in and for your financial future.
We will continue to grow our practice through thoughtful and purposeful referral marketing. We want to be known as the “go-to” financial advisory firm in the Tri-State area for comprehensive personal financial planning.