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
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
Melissa Turner
Retirement Plan Coordinator
(262) 953-1308
“Money grows on the tree of persistence.”
-Japanese proverb
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~
Curtis Holbrook
Financial Planning Coordinator
“The more you learn, the more you earn.”
-Warren Buffet
Liz Johnson
Medicare Specialist
I love working with senior citizens to guide them through the alphabet soup of Medicare.