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.
Brian Resch, CRPS®, AIF®
Duluth, MN
Primary Practice Areas
- Business Solutions
- Total Wealth Management
- Investment Strategies
- Financial Planning
Dan Evans, CFP®
Wausau, WI
Primary Practice Areas
- Financial Planning
- Investment Management
- Total Wealth Management
Dan Nguyen, CFA®
Wausau, WI
Primary Practice Areas
- Investment Management
- Securities Analysis
- Investment Strategy
Eric Madson ChFC®, CRPS®, CLU®
Duluth, MN
Primary Practice Areas
- Financial Planning
- Risk Management/Insurance
- Business Solutions
Lisa Haberman, CLU®, ChFC®, MBA, MAM
Brainerd, MN
Primary Practice Areas
- Financial Planning
- Professional Staff Development
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