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

Kristopher Wiege

CRPC, CFS®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristopher Wiege Visit Kristopher Wiege's website

Elisa Schaum

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Elisa Schaum Visit Elisa Schaum's website

Joshua Mancell

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joshua Mancell Visit Joshua Mancell's website


Our team

Madeline Maki

Client Service Coordinator

Allanah Luxenburg

Office Manager,

Client Relationship Manager