Broker Check

5107 N Ballard Road, Suite 200, Appleton, WI 54913

920-730-9620
Client Login

Your Team of Professionals

With over 500 years of combined experience across our firm and thousands of financial plans completed, our team is equipped to guide you through life’s most important financial decisions. While you're focused on living your life, we’re behind the scenes — reviewing your portfolio, monitoring tax law, estate planning shifts, and market changes. This ongoing “shadow planning” ensures your strategy stays aligned and ready for what’s next. We're also backed by a network of 85 elite professionals giving you access to deep expertise across tax, legal, insurance, and business planning whenever needed.

Julie Cassiani

Julie Cassiani

Financial Advisor

Jordan Cassiani, AIF®

Jordan Cassiani, AIF®

Investment Advisor

Shannon Soulek

Shannon Soulek

Financial Advisor

Luke Pingel

Luke Pingel

Craig Surprise

Craig Surprise

Jackie Konkol

Jackie Konkol

Phil Cartwright

Phil Cartwright

Grant Freeman

Grant Freeman

Next-Gen Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.