The purpose of our practice is to provide comprehensive family life event planning to multiple generations. Our most important job is to understand who you are and what you want your assets to accomplish – only then can we create a robust financial plan to help achieve these goals. All of us bring a broad variety of experience to assist each of our clients, and together we work with our clients and their families to address all of life’s unforeseen challenges.
Will Buchman, CFP®
Associate Financial Advisor, Private Wealth Management
Cody Barfknecht
Senior Client Specialist, Private Wealth Management
Melanie Schmieding, CTFA
DIRECTOR OF FAMILY WEALTH
Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning, Managing Director