IC-buidling

PROACTIVE, NOT REACTIVE

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

Learn More
Banner with Barry at desk

Wealth Building Advisors

Real People. Real Financial Strategies. Real Results

Get In Touch
Banner with Trophy

Award Winning Services

Corridor Business Journal Fastest Growing Companies Honoree 5 times.

Explore Our Services

Recent News

  • Where Does the DOL Fiduciary Rule Stand Today?

    Apr 03, 2017| by admin

    The Department of Labor (DOL) published the fiduciary rule for retirement accounts on April 8, 2016. However, President Trump issued a Presidential Memorandum directing the DOL to review the rule.

  • What is Tax Cost Basis on Investments?

    Apr 03, 2017| by admin

    When a capital asset is sold in a taxable account, any gain is subject to taxation and must be reported on an individual's tax return. To figure whether you need to report a gain or a loss, you need to know the tax cost basis.

  • IAble - A New Way to Save for Individuals with Disabilities is Here!

    Mar 13, 2017| by admin

    For the first time in our history, individuals with a disability, and families of disabled individuals, have the opportunity to open a tax free savings account called IAble.

  • Account Registrations of Your Assets - What Happens Upon Death?

    Mar 01, 2017| by admin

    The assets you own are a vital piece of your financial picture; a sometimes overlooked planning opportunity is the registration of those assets. By registering assets appropriately, an account owner can maintain strategic control, not only during life, but also upon death.

More News »

Working With an Advisor

Broker Check

Meet Our Team

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

Kristina Adams

Kristina Adams

Client Specialist

View Profile
Diane Altschwager

Diane Altschwager

Financial Assistant

View Profile
Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

View Profile
Patty Davidson

Patty Davidson

Chairman, Partner

View Profile
Gina Frederiksen

Gina Frederiksen

Administrative Assistant/Central Receptionist

View Profile
David Gruber

David Gruber

Registered Representative

View Profile
Janice Hartman

Janice Hartman

Financial Assistant

View Profile
Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

View Profile
Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

View Profile
Ky Kramer

Ky Kramer

Project Assistant

View Profile
Sandy Kuda

Sandy Kuda

Secretary / Treasurer

View Profile
Alicia Main

Alicia Main

Administrative Assistant / Receptionist

View Profile
Tory Meiborg

Troy Meiborg

President, Partner

View Profile
Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

View Profile
Mike Russ

Mike Russ

Investment Advisor Representative

View Profile
Donna Sanders

Donna Sanders

Vice President

View Profile
Becky Shanahan

Becky Shanahan

Administrative Assistant

View Profile
Sarah Specht

Sarah Specht

Registered Representative

View Profile
Tim Terry

Tim Terry

Founder, Partner

View Profile
Marna Wehr

Marna Wehr

Financial Services Assistant

View Profile