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PROACTIVE, NOT REACTIVE

We will "look around the corner" to see what lies ahead.

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Wealth Building Advisors

Real People. Real Financial Strategies. Real Results

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Award Winning Services

Corridor Business Journal Fastest Growing Companies Honoree 5 times.

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Meet Our Team

Our team is dedicated to providing you the best accountant and business consulation.

Kristina Adams

Kristina Adams

Client Specialist

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Diane Altschwager

Diane Altschwager

Financial Assistant

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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Patty Davidson

Patty Davidson

Chairman, Partner

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Gina Frederiksen

Gina Frederiksen

Administrative Assistant/Central Receptionist

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David Gruber

David Gruber

Registered Representative

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Janice Hartman

Janice Hartman

Financial Assistant

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Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Ky Kramer

Ky Kramer

Financial Associate

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Sandy Kuda

Sandy Kuda

Secretary / Treasurer

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Tory Meiborg

Troy Meiborg

President, Partner

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Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

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Mike Russ

Mike Russ

Investment Advisor Representative

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Donna Sanders

Donna Sanders

Vice President

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Becky Shanahan

Becky Shanahan

Administrative Assistant

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Sarah Specht

Sarah Specht

Registered Representative

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Tim Terry

Tim Terry

Founder, Partner

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