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Team

Our Team specializes in working with emerging, affluent professionals by asking thoughtful and strategic questions to understand your goals. We work with you to provide simple, holistic solutions to complex financial planning objectives. By revisiting your plan annually, we guide your family though life changes into retirement with advice on building and protecting wealth and counsel on distributing and preserving intergenerational legacy.

Matthew T Stewart CFP®

Wealth Management Advisor

Justin D. Halverson ChFC®, RICP®

Wealth Management Advisor

Stephan Mark Brandl JrCFP®, CLU®, ChFC®

Associate Wealth Management Advisor

Josh Groetken ChFC®, CLU®, RICP®

Associate Wealth Management Advisor

Kyrie Ann Blaney

Insurance Operations Specialist

Janet S Nelson AWMA®

Associate Wealth Management Advisor

Eliza Shea Pittaway

Client Coordinator