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

Brian Kamke, MBA

Wausau, WI

Primary Practice Areas

  • Investment Strategies

Ben Laska, CFP®

Wausau, WI

Primary Practice Areas

  • Financial Planning
  • Education Planning

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

Terri Rau ChFC® CDFA®

Crystal Lake, IL

Primary Practice Areas

  • Financial Planning
  • Investment Strategies

Brian Resch, CRPS®, AIF®

Duluth, 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