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