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Our Team

Meet Our Team

We approach every financial strategy as a team. Our combined experience serves to help you and delivers a broader approach to every plan we create. As a team, we believe that exceptional client care and financial plans tailored to your needs are the most important aspects of our jobs.

Our experienced team has helped people just like you with similar concerns and goals plan for their future. We specialize in utilizing an approach that’s designed to address every individual’s situation, whether you’re a seasoned investor or are just starting to save for your retirement.

Michael White<br />Financial Advisor, CFP&#174;

Michael White
Financial Advisor, CFP®


Meet Michael
Amanda Manske<br />Financial Advisor, CFP&#174;

Amanda Manske
Financial Advisor, CFP®


Meet Amanda
Tim Windler<br />Financial Advisor

Tim Windler
Financial Advisor


Meet Tim
Laura Michna<br />Registered Assistant

Laura Michna
Registered Assistant


Meet Laura
Kelly Pfersch<br />Administrative Assistant

Kelly Pfersch
Administrative Assistant


Meet Kelly
Sandra Potter<br />Administrative Assistant

Sandra Potter
Administrative Assistant


Meet Sandra
Lori Stocke<br />Receptionist

Lori Stocke
Receptionist


Meet Lori
Dani Krzyzaniak<br />Receptionist

Dani Krzyzaniak
Receptionist


Meet Dani

What's your risk number? 

Explore the balance between portfolio construction, risk tolerance, and risk capacity.

Measure Risk

Talk to our team!

Our team is ready to answer any questions and help you plan for your future.

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