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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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Recent News

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    Congrats to Our College Graduates!

    May 01, 2018| by admin

    May is the season for college graduates. Here are our new college graduates and where they are headed.

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    Health Savings Account Limits for 2018 - IRS Changes Mind Again

    May 01, 2018| by admin

    Inflation-adjusted limits for deductible contributions to health savings accounts for 2018 were recently announced. This was a result of the mandated new calculations of various inflation-adjusted amounts in the Tax Cut and Jobs Act.

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    Protect Yourself in a Divorce Settlement

    May 01, 2018| by admin

    There are a lot of emotions swirling around during divorce proceedings. We can help you protect yourself from financial missteps.

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    5 Tips to Win the Battle Against Retirement Health Care Costs

    Apr 02, 2018| by admin

    When you think about how much money you will need in retirement, you may consider your living costs, travel expenses and hobbies you would like to enjoy. But you may be overlooking one of the largest costs for most retirees: health care.

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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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Ellen Bright

Ellen Bright

Administrative 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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David Gruber

David Gruber

Investment Advisor 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

Tory 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

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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