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

Michael Mazzola

Michael Vissotski

Michel Tenaglia, CFP

Advisors

Welcome! Dennis Prost 

​Matthew Doering, Indiana 

Michael Olson, Chicago

Michael Maley (MALEYADVISORY.COM)

James Waugh

Gary Kwapik

Marguerite Tschirhart, Esq.

Sid Jamil

David Roberts