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Financial Planning

A Solid Foundation For Your Family’s Finances

The Impact

One very important outcome of this service is action – not just ideas. We put the plan into action. We get it done, executing on behalf of our clients. It is because of this action that our clients greatly increase the likelihood of success. They have a comprehensive plan that incorporates all of their financial details and unifies those with the goals that matter to them. 

Another important impact of this service is coordination. Out of the financial planning process, all facets of our clients’ financial lives are now accounted for and understood. For some clients, this becomes the first time in their lives when they truly feel in control. They now have a plan for what to do with all of the complex pieces of their financial situation.

Equally important, many clients love the fact that the goal setting process allows them to truly measure progress. They can see on a quarter-by-quarter basis how they are progressing against the goals that really matter to them.



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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