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About Us

You need an advocate who understands your priorities and can craft a customized plan with innovative and creative strategies.   Leaders in our industry for over 30 years, we invented and use SCOPE, an unparalleled and distinctive wealth management process to help you pursue your uniquely important goals.

Aligned in our partnership with LPL Financial, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.

You care about your family, your community, and the world around you. We are stewards for you to create a meaningful legacy with maximum impact that supports the things you value and are important to you.

Local and national financial and media organizations have applauded our innovation and advocacy. We think our 96 percent client retention rate speaks even louder.

Bring us your vision…let’s talk about your life, your legacy.

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

 

Securities offered through LPL Financial. Member FINRA/SIPC.

Accolades
Asset Management

Sharon Olson, CFP

President

Sharon Olson is a recognized expert in wealth, emphasizing smart strategies and solid values.

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Financial Services

Michael D. Kotila, CFP

President of Financial Planning

Michael applies a holistic approach to managing clients' financial portfolio.

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Financial Advisor

Kevin Fruechte, CFA, CFP

Chief Research & Operations Officer

Kevin takes a disciplined, analytical approach to provide support and research in pursuing clients' unique and customized investment needs.

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Immediate Annuity

Gina Buchholz, AIF®

Retirement Client Services Associate

Gina brings years of investment experience on mutual fund analysis and qualified retirement plan compliance and knowledge.

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Financial Strategy

Stephanie A. Lutz

Manager of Client Services

Stephanie understands the critical need for timely client communication.

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The media turns to us for information and insight