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You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully reach your goals.

Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

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History

My experience may help direct your financial future. I pride ourselves on being an integral part of our clients' lives.

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Values

Honor. Integrity. Commitment. My values are at the forefront of my practice and guide every decision I make.

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The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.
How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Our Team

Chris Dolan

Senior Financial Planner

Katherine Schoen

Vice President Baird Capital-US Private Equity

Leo Whitt

Business Owner Solutions Managing Director

Nic Reisenbichler

Manager of Investment Products

Rick Holman

Senior Estate Planner

Scott Grenier

Manager of Estate Planning | Senior Vice President

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