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About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Leadership Team

Brian Cain


    Tom Kirchner


      Michelle Myers

      Practice Director of Business Operations

        Julie Jensen

        Practice Director of Client Experience

          Financial Advisors

          Michael Hambrock

          Director - Financial Advisor

            David Kluger

            Partner - Financial Advisor

              Support Team

              Julia Piper

              Practice Senior Operations Manager

                Sarah Dean

                Practice Administrative Assistant

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