Over a combined 50 year history, our team has earned a reputation for consistently offering clear financial guidance for individuals and businesses.
Our dedication to developing lasting relationships is an attribute shared by all of our team members as we help you assess your financial goals and participate in the management of your finances.
Clients’ Interests First
Impact People’s Lives
Meet the Team
Kurt DurrwachterCFP®, CRPS®
CEO | Founder
Gina K. BartellCFP®, CDFA®
COO | Partner
Sam RonlundAdvisor | Partner
Financial Planning Associate
Kevin J. KluesnerAdvisory Board
Sandra MiddendorfClient Service Associate
Chelsea BentleyMarketing Specialist | Operations
Seth JungelsInvestment Operations Associate