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

William J Lackowski

AWMA℠

Financial Advisor

Learn more about William J Lackowski Visit William J Lackowski's website

Scott Long

MST, CFP®, CPA, PFS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Long Visit Scott Long's website

David G Hanson

APMA

Financial Advisor

Learn more about David G Hanson Visit David G Hanson's website


Our team

Monica Tibbetts

Monica Tibbetts

Client Service Manager

Adam Kain

Adam Kain

Financial Planning Assistant

Chelsea Williams

Chelsea Williams

Client Service Specialist

Alicia Reinke

Alicia Reinke

Financial Planning Assistant