Our team of financial professionals come from diverse backgrounds, providing insightful perspective key to the development of your purposeful financial plan – whether for you as an individual or for your business.
It is crucial that you have a good working relationship - trust, respect and open communication - with whomever you choose to be your financial advisor.
Robert Holton
VP of Wealth Management & Senior Financial Advisor
EXPERIENCE: After working in my family-owned recruiting business for more than a decade, I decided to pursue my passion for financial services. I have spent the last decade plus consulting with owners and executives of...
Tom Driscoll
VP of Retirement Plan Services & Senior Financial Advisor
“Most people don’t plan to fail, they fail to plan.”
-John L. Beckley
Bill Ernest, CFP®
Financial Advisor
"Coming together is the beginning. Keeping together is progress. Working together is success."
- Henry Ford.
Brent Ogden
Financial Advisor
(262) 696-5148
“Doubt kills more dreams than failure ever will.”
- Suzy Kassem
Curtis Holbrook
Financial Planning Coordinator
“The more you learn, the more you earn.”
-Warren Buffet
Ellen-Ann Doman
Relationship Manager- Retirement Plan Services
(262) 953-1308
“Live as if you were to die tomorrow. Learn as if you were to live forever.”
-Mahatma Gandhi
William Conway
Relationship Manager
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort."
- Franklin D. Roosevelt.
Matthew Scholbe
Financial Planning Coordinator
Kim Fetzer
Senior Wealth Management Coordinator
“The desire of gold is not for gold. It is for the means of freedom and benefit.”
~Ralph Waldo Emerson
Liz Johnson
Medicare Specialist
I love working with senior citizens to guide them through the alphabet soup of Medicare.