Putting
people first.
Get to know our leadership team
Leadership at the Eau Claire office is dedicated to doing good for our clients, employees and community.
Financial planning starts with trust. There is no magic bullet or solution to building a strong financial plan. Our team enjoys working with individuals, families, and business owners that want a personalized strategy to create a legacy. We have built our team to serve clients from the very early stages or...
Financial planning starts with trust. There is no magic bullet or solution to building a strong financial plan. Our team enjoys working with individuals, families, and business owners that want a personalized strategy to create a legacy. We have built our team to serve clients from the very early stages or life, saving for retirement, & lastly generating tax efficient income in retirement.
I understand that financial planning means something unique to everyone. I’ll work with you to build a personalized plan for the future. Our team's mission is to provide clarity to your ever-changing financial picture. Two important ingredients in the relationships I have with my clients are trust and timing....
I understand that financial planning means something unique to everyone. I’ll work with you to build a personalized plan for the future. Our team's mission is to provide clarity to your ever-changing financial picture. Two important ingredients in the relationships I have with my clients are trust and timing. My team and I look forward to getting introduced to you!
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure...
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Jessica Schroeter
Director of Career Development