Your Dreams, Our Guidance, Your Future
Based in Baraboo, Wisconsin, we believe in handling the needs of clients in all stages of life - from when they are born, to the time that they pass, regardless of the size of their portfolio. Whether you’re a young millennial starting your career, or the financial decision-maker of a multi-generational family with a diverse range of needs, you can rest assured that your financial well-being and future financial security will be our primary concern.
We also provide access to trust services* where we can handle the need to pass our clients’ assets from one generation to the next.
Our team of four advisors includes Pete Welsh, senior vice president of investment services, and Investment Executives Lisa McClyman, Laura Stanek, and Jennifer Kinzler.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.