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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
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James Schmitz
VICE-PRESIDENT/COO/FINANCIAL ADVISOR
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Jennifer Lesmeister
FINANCIAL ADVISOR
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Steve Laraway J.D., CPA®, CFP®, ChFC®
FOUNDER/SECRETARY
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Kimberly Foster, ChFC®
CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR
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Bill Bateman, CLU®, ChFC®
FINANCIAL ADVISOR
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Eileen Winter
EXECUTIVE ASSISTANT
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Chris Hastings
FINANCIAL ADVISOR
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Pat Solyntjes
FINANCIAL CONSULTANT
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