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Financial Planning

A Solid Foundation For Your Family’s Finances

The Benefits

We believe our clients typically feel a sense of relief after having gone through the financial planning process. For many clients, it feels as if a heavy weight has been lifted from them. After having had so many pieces of their financial lives unmanaged, those same pieces are now coordinated, documented and accounted for. Better yet, our clients deeply appreciate that someone who knows them well is managing the details on their behalf.

Out of this process, our clients develop a strong sense of clarity. They gain a clear understanding about their long-term strategic goals. They can now see how those goals are accounted for and are clearly mapped out in their custom plan. We believe our clients feel much better prepared to face whatever uncertainties lie down the road. It gives them great comfort to have a partner to help them handle the curve balls that life throws at them.

Maybe most important of all, we help our our clients gain a strong sense of confidence about achieving goals that matter to them, within a range of probabilities. This helps provide greater peace of mind. Many clients tell us that they are finally able to put their concerns about their financial situation out of their mind and focus on the ones they love and the charities about which they are passionate.



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GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer