Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Casey Peterson
CFP®
Wealth Management Advisor
Through intentional conversation and collaborative counseling, I can create a financial plan tailored to each client's specific needs; helping them realize their goals, and help make decisions that will result in overall financial security and peace of mind for themselves and their loved ones.
Sean Fitts
CFP®, RICP®, ChFC®, CLU®, CASL®
Wealth Management Advisor
I coach clients to financial security by helping them financially protect loved ones, grow money safely, and pay less taxes! Clients appreciate the one to one time I give them and the personal plan they receive from our comprehensive planning meetings. They say I am easy to talk to and that makes planning fun!
Vaughn Hoban
CFP®
Wealth Management Advisor
My role as a financial advisor is to counsel our clients well. You can have the best written financial plan and if you don’t match your behavior to that plan, it is worthless. We believe that change in your finances starts with understanding who you are, what you care about and how we can match your plan and your behavior to those priorities.