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Investment Management

Financial Clarity In A World Full Of Choices

The Benefits

Many of our clients take comfort knowing that the decisions they make are meant to increase the likelihood of being able to live their desired lifestyle in years to come, through retirement. The unity we help them create between their goals and their investments gives them greater time to spend on loved ones, careers and charitable activities.

Our clients gain a sense of direction, knowing what to do with the wealth they have accumulated and will realize from their investment returns. Because the advice we offer is unique to each clients’ situation and goals, they feel empowered to live life.

This helps provide peace of mind, knowing that the details of their investment portfolio are managed on their behalf.



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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