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.

Ben Laska, CFP®

Wausau, WI

Primary Practice Areas

  • Financial Planning
  • Education Planning

Brian Kamke, MBA

Wausau, WI

Primary Practice Areas

  • Investment Strategies

Brian Resch, CRPS®, AIF®

Duluth, MN

Primary Practice Areas

  • Business Solutions
  • Total Wealth Management
  • Investment Strategies
  • Financial Planning

Bruce Lorenz, CFP®, MBA

Duluth, MN

Primary Practice Areas

  • 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

Della Stegall, RICP ®

Duluth, MN

Primary Practice Areas

  • Financial Planning

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

Terri Rau

Crystal Lake, IL

Primary Practice Areas

  • Financial Planning
  • Investment Strategies