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Our Team
Together we coordinate all aspects of each client’s financial plan to meet their goals. We have made it top priority to provide a Value Proposition with highly qualified and experienced advisors.
Who will be working with me?
Partners
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Michael Mazzola
Michael Vissotski
Michel Tenaglia, CFP
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Advisors
Dennis Prost CFP
​Matthew Doering, Indiana
Michael Olson, Chicago
Michael Maley (MALEYADVISORY.COM)
James Waugh
Marguerite Tschirhart, Esq.
Sid Jamil
David Roberts CFP, CPWA, APMA, CRPC, AAMS
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