New Clients

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


Send Us a Message! We know that your time is valuable. Send us a message anytime and we will get back to you as soon as we are able. By sending a text, we can provide more meaningful responses while also respecting both our time and your time! Send us a message at our office number: 715-659-4255, or give us a call!

What is Your Risk Number?

What is Your Risk Number?

Our goal is to match your portfolio risk with your personal risk tolerance. A good place to start is learning your personal risk score by completing the following questionnaire.

Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett