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
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
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