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
Oskar Tauring-Traxler, CFP®, APMA™
Wealth Advisor
Vice President, Business Development
Nick Kruell, CFP®, CLU®, APMA™, BFA™
Director of Advisory Services
Marissa Gehling, CPA
Tax Advisor
Cary Stege
Client Service Specialist
Gretchen Church
Client Experience Associate
Marius Kleinas
Advisor Support Associate