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

Michael Mazzola

Michael Vissotski

Michel Tenaglia, CFP

Advisors

Matthew Doering, Indiana

Michael Olson, Chicago

Michael Maley

James Waugh

Gary Kwapik

Marguerite Tschirhart, Esq.

Sid Jamil

Wes Armstrong, CFP, North Carolina

Richard Adamson, Oklahoma

David Roberts