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Offices > Location
Wausau, WI
2610 Stewart Avenue, Suite 100
Wausau, WI 54401
(715) 848-3474
Our Team
Scott Wallschlaeger, CFP
®
, CRPS
®
CEO, Financial Advisor
Jeff Ottosen
President and Chief Operating Officer
Dan Evans, CFP
®
Financial Advisor
Brian Kamke, MBA
Financial Advisor and Vice President Finance
Ben Laska, CFP
®
Financial Advisor
Dan Nguyen, CFA
®
Portfolio Manager, Investment Strategist
Cathy Albrecht
Client Service Associate
Levi Ewan
Client Service Associate
Stacy Gorst
Client Service Associate
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