We are at our strongest when we work together as a team. We each bring different strengths and areas of expertise to the table, and when we put our heads together, great things happen. Our people are our most valuable asset, and our team approach makes us different than other financial planning firms. It makes us unique, and it makes us strong.
Dan Evans, CFP®
Wausau, WI
Primary Practice Areas
- Financial Planning
- Investment Management
- Total Wealth Management
Ben Laska, CFP®
Wausau, WI
Primary Practice Areas
- Total Wealth Management
- Financial Planning
- Education Planning
- Business Solutions
Eric Madson ChFC®, CRPS®, CLU®
Duluth, MN
Primary Practice Areas
- Financial Planning
- Risk Management/Insurance
- Business Solutions
Dan Nguyen, CFA®
Wausau, WI
Primary Practice Areas
- Investment Management
- Securities Analysis
- Investment Strategy
Kara Proctor, CFP®
DULUTH, MN
Primary Practice Areas
- Financial Planning
- Investment Strategies
- Total Wealth Management
- Business Solutions
Terri Rau ChFC® CDFA®
Crystal Lake, IL
Primary Practice Areas
- Total Wealth Management
- Financial Planning
- Divorce Financial Planning
- Investment Strategies
Brian Resch, CRPS®, AIF®
Grand Rapids, MN
Primary Practice Areas
- Business Solutions
- Total Wealth Management
- Investment Strategies
- Financial Planning
Patrick Wallschlaeger
Wausau, WI
Primary Practice Areas
- Financial Planning
- Investment Strategies
- Business Solutions
- Total Wealth Management
Scott Wallschlaeger, CFP®, CRPS®
Duluth, MN
Primary Practice Areas
- Financial Planning
- Investment Management
- Business Solutions
- Total Wealth Management
Cory Wokasch
Duluth, MN
Primary Practice Areas
- Financial Planning
- Investment Strategies
- Business Solutions
Jesse Dunsmoor
Duluth, MN
Areas of Focus
- Securities Analysis
- Investment Strategies
- Investment Management