Wondering If You Need A Financial Advisor?

The sooner you start the better. Even if you’re starting small. No matter what your socioeconomic or generational status, our advisors put their knowledge and experience to work for you. We come to work every day with one goal in mind – helping clients pursue their financial dreams.

Reach out to us today for a complimentary, no obligation, initial consultation.

Lori Tauring, CLF®
Founder/President
Mikel Dumonceaux
Director of Operations
Oskar Tauring-Traxler, CFP®
Wealth Advisor
Lance Minnichsoffer, CFP®
Wealth Advisor
Bruce Barron
Wealth Advisor
Laela Erickson, BFA™
Wealth Advisor
Nick Kruell, CFP®, APMA®
Planning and Insurance Coordinator
Marissa Gehling, CPA
Tax Advisor
Allana Quaday
Advisor Support Specialist
Cary Stege
Client Service Specialist
Wilson Barnard
Client Service Specialist