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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
Michael Mazzola
Michael Vissotski
Michel Tenaglia, CFP
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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