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®
Mikel Dumonceaux, BFA™
Vice President
Oskar Tauring-Traxler, CFP®
Wealth Advisor
Director of Financial Planning & Investments
Marissa Gehling, CPA
Tax Advisor
Nick Kruell, CFP®, CLU®, APMA™, BFA™
Planning and Insurance Coordinator
Cary Stege
Client Service Specialist