At our firm, we have the client—and only the client—in mind.

Bonita Graff

Bonita Graff

CEO, Wealth Advisor

920-230-6898

920-230-6899

Cassandra Dorn

Cassandra Dorn, CFP

V.P. of Human Capital, Financial Consultant

920-230-6898

920-230-6899

Brenda Rolli

Brenda Rolli, AAMS

V.P. of Client Relations, Financial Consultant

920-230-6898

920-230-6899

Jacob Merk

Jacob Merk, CPA, CFP

V.P. of Investment Strategy, Financial Consultant

920-230-6898

920-230-6899

Alice Pichler

Alice Pichler

Administrative Associate

920-230-6898

920-230-6899

Chantel Rechek

Chantel Rechek

Administrative Associate

920-230-6898

920-230-6899

Natalie Graff

Natalie Graff

Administrative Associate

920-230-6898

920-230-6899

Kathleen Daniels

Kathleen Daniels

Administrative Assistant

920-230-6898

920-230-6899

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.