The right partnership makes it possible.
Our focus is on providing the right solution for our clients
using a team approach.
- Chris Wayne, AIFA® PRESIDENT/CEO/FINANCIAL ADVISOR View Bio
- James Schmitz VICE-PRESIDENT/COO/FINANCIAL ADVISOR View Bio
- Jennifer Lesmeister FINANCIAL ADVISOR View Bio
- Steve Laraway J.D., CPA®, CFP®, ChFC® FOUNDER/SECRETARY View Bio
- Kimberly Foster, ChFC® CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR View Bio
- Bill Bateman, CLU®, ChFC® FINANCIAL ADVISOR View Bio
- Eileen Winter EXECUTIVE ASSISTANT View Bio
- Chris Hastings FINANCIAL ADVISOR View Bio
- Fred Shermock, CFP® FINANCIAL ADVISOR View Bio
- Pat Solyntjes FINANCIAL CONSULTANT View Bio
Our Services
Personal Financial
Planning
- Investments
- Tax Reduction Strategies
- Risk Management
- Education Planning
- Retirement Planning
- Estate Planning
Investment
Management
- 401(k), 401(a), 403(b)
- Traditional and Roth IRA
- SEP IRA
- Profit Sharing Plans
- Defined Benefit Plans
- Individual & Joint Accounts
Risk Management/
Insurance
- Health Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- HSAs
- Buy/Sell Agreements Funding