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Advisor Team

Lone Star Team

Our team understands that your financial goals are paramount. With years of experience in wealth management, our meticulous approach helps to ensure that no detail of your financial situation is overlooked. This enables us to match tailored investment strategies with your unique goals and dreams. We consider all aspects of your financial life—from investments to taxes, risk management, and estate planning—so you can rest assured that nothing falls through the cracks.

Remote

Advisor Team

Bergeron-Wolf Team

We blend deep market understanding with a personal touch to elevate your financial planning experience. Our team of two features a unique partnership that brings together years of experience. This collaboration allows us to provide not just financial advice, but a fresh perspective paired with comprehensive support. From retirement planning to real estate and more, we focus on understanding you as an individual to better align our strategies with your goals.

Remote

Advisor Team

Weisenberg Team

Our extensive industry experience stands out. With a history in financial services, our ability to connect with our clients in a deep and meaningful way differentiates us from our competitors. Our approach combines personal attention with professional knowledge, enabling us to add significantly to your financial planning process. Clients appreciate our experience in navigating complex qualified retirement plans, with a special emphasis on creatively designed cash balance plans.

Remote

Advisor Team

Patterson Team

Our advisory team is run by ethical, experienced, and knowledgeable advisors who are passionate about working side-by-side with clients and acting in their best interests. We specialize in providing tax-efficient investment strategies for goal-oriented financial, retirement, estate, and philanthropic planning. Our clients love working with us because we remove the financial planning burden from their list of things to do.

Charlotte, NC

Advisor Team

Hawkins Team

Our mission is to improve our clients’ lives by providing them the best financial advice. We strive to help people achieve their goals by creating a better approach to financial services, centered completely on our clients. We have decades of experience helping our clients with financial planning, investment management, tax-efficiency strategies, retirement distribution planning, and more. 

North Liberty, IA

Advisor Team

New Era-Hutchinson Team

We want to empower your financial future. The New Era team is committed to providing you with the knowledge, tools, and support you need to make informed financial decisions. We have served the area for over 25 years and are constantly helping clients with all their financial planning needs, including retirement and estate planning.

Hutchinson, MN

Advisor Team

Galler Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Galler team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Scottsdale, AZ

Advisor Team

Krueger Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Krueger team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Denver - Cherry Creek, CO

Advisor Team

Boner Team

Financial advisors meet clients at different stages of their lives. From planning for their family’s future and their retirement, to investing wisely following an unexpected windfall, or taking control of finances following a divorce, we pride ourselves on being trustworthy, genuine, and kind. We are good listeners and can help with what may feel like overwhelming decisions in a supportive and empathetic manner.

Charlotte, NC

Advisor Team

Shawn Scott Team

Wealth Management is about relationships. After all, you wouldn’t trust just anyone with your money. Our team will take the time to get to know you so that we can craft a financial plan that’s unique to you and your goals. We take a comprehensive approach that covers taxes, estate planning, retirement planning, and more. Since we adhere to the fiduciary standard, we’re always keep your best interests in mind. Give us a call to schedule a meeting - let’s get to know each other!

Cincinnati - Hunt Road, OH