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CELEBRATING 25 YEARS OF SERVING CLIENTS
Who We Are
Meet the Team
Our Values
Hear From Our Clients
Our Awards
Whom We Serve
Women Decision-Makers
Divorcees
Widows/Widowers
Generational Wealth Builders
Retired and Pre-Retiree
Children of Clients
Our Process
Our Services
Services Overview
Investment Management
Tax Planning
Divorce Planning
Retirement Planning
Insights
Contact Us
Who We Are
Meet the Team
Our Values
Hear From Our Clients
Our Awards
Whom We Serve
Women Decision-Makers
Divorcees
Widows/Widowers
Generational Wealth Builders
Retired and Pre-Retiree
Children of Clients
Our Process
Our Services
Services Overview
Investment Management
Tax Planning
Divorce Planning
Retirement Planning
Insights
Contact Us
Client Portal
Contact Us
archives
Archives: Team
Felix Kopycinski, CFP
®
March 14, 2025
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Leanna Hochmuth
March 14, 2025
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Natalie Nelson
March 14, 2025
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Katie Then
March 14, 2025
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Max Carlos, CFP
®
March 14, 2025
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Jesse Kuusisto, CFP
®
March 14, 2025
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Mallory Kretman, CFP
®
March 14, 2025
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Laura Kuntz, CPA/PFS, MBT
March 14, 2025
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