Owen James Casteel
Financial Advisor
Relationships built on trust and impact
Our Compassionate Team
We're focused on building relationships to last a lifetime. We hope to grow with you and your family and provide service to best fit your needs. Please reach out with any questions or for guidance!



Network of Specialists
Below are my colleagues that provide additional support and have helped guide me to being where I am today. Our values align and in partnership, we make a powerhouse of a team. We help each other by empowering each other's success.

Colby J Staloch
Wealth Management Advisor and Co-Founder
With our team approach and individualized planning, our mission is to create a financial plan to help you feel empowered to reach your goals. We open the funnel to educate and work with you to guarantee you will feel confident achieving your financial destination. We understand that life and circumstances change and that’s okay, we grow with you!
Ben Bartusek
ChFC®, CFP®, CLU®
Financial Advisor
We are here to be a GPS on your journey of life helping to guide you and advocate for your financial future so that you can live your most meaningful life. Our ideal clientele is pre-retirees who seek tax efficiency & preserve legacy, and emerging affluent professionals who are forward thinkers valuing freedom. Our brand is built on achieving dreams relentlessly with wisdom & authenticity.
Mike Sedjo
CFP®
Wealth Management Advisor
Mike has a team of 8, which includes three CERTIFIED FINANCIAL PLANERS™ Practitioners, an ACCREDITED ESTATE PLANNER®, a Chartered Advisor in Philanthropy and a Retirement Income Certified Professional. We work to have a detailed understanding all our client’s goals then begin with the end in mind to reverse engineer a financial plan to help ensure our clients and their families achieve success.