I actually did the math. I have sat along someone and have listened to their story over ten thousand times in my office. This is how my life has been blessed. I am a listener. It’s an intimacy that very few will ever have the opportunity to experience.

When I was young and new in my career, I was told to talk about my knowledge, my credentials, my licenses and my connections to impress potential clients. That’s stupid. It’s not about me. It’s about you.

Here is how I would engage you during a conversation. You talk and I would listen and I ask questions.

If you’ve Googled me, you already know me; and since you already know me, why would I waste your time talking about myself. Instead, I’ll listen to you.

I would like your permission to join your journey. Our team is hired to make lives whole, to heal past mistakes and to dream toward the possibilities in your future. You already know what you need to do. Press the “Start Now” button at the top of this page. Let’s get going.

So, you want still more information? Then here’s the boring stuff I used to talk about –

• Married 42 years, two children. (Actually, this is pretty exciting, not boring!)
  • Lived in the same house since 1991.
• Created and trademarked the Financialoscopy® process, 2009.
• The American College, Bryn Mawr, Pennsylvania.
  • ChFC (Chartered Financial Consultant) designation, 1995.
  • CLU (Chartered Life Underwriter) designation, 1993.
• Society of Financial Service Professionals member since 1992.
  • La Crosse, WI Chapter Secretary/Treasurer: 15-years.
• Past president of the Mutual Trust General Agent’s Association, Oak Brook, IL.
• Securities registrations:
  • Series 24 – General Securities Principal
  • Series 7 – General Securities Representative
  • Series 6 – Investment Company Products/Variable Contracts Representative.
  • Series 66 - Uniform Combined State Law
  • Series 63 - Uniform Securities Agent State Law
  • SIE - Securities Industry Essentials Examination
• Insurance License – Line of Authority
  • Life, Variable Life/Variable Annuity, Property, Casualty, Accident & Health.
• Strategic Coach participant, 15+ years.
• Escapes from the office to the family cabin along the Flambeau River in northern Wisconsin.

Discover how Mark's character was created through his family values, click here.

Realizing that it’s a complicated and fast-paced world, Nate likes to step back, hit the pause button and reflect on where he is at the moment, before planning for the future. By staying in the present, he appreciates that today has something valuable to teach and to learn from. Perspective is very important in his life; it’s something that keeps him seeing the positives in virtually all situations.

Nate has learned that life can be overwhelming for people. He has been blessed to walk alongside many people through their life journey of hardships and celebrations.

Born and raised in La Crosse, Nate married his high school sweetheart and through their 20-years they’ve been blessed with four children, three girls and a boy.

When escaping from the office, you’ll find Nate with his family, spending time in the woods or simply relaxing and enjoying a good cup of coffee.

Above, is how Nate lives life. Below are just a few of his credentials.

• 20+ years of Financial Services Experience
  • Third-Party 401(K) Group Plan Administration
  • Banking - Branch Management
• Securities Registrations:
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law
  • Series 6 - Investment Company Products/Variable Contracts Representative.
  • SIE - Securities Industry Essentials Examination
• Insurance License - Line of Authority
  • Life, Variable Life/Variable Annuity, Accident & Health.

Jenn says "your attitude is 99% responsible for the outlook to your days, the outcome of the work you do and the effects of what you spread with your words". Happily, Jenn found a loving husband who has those same values. Together they try to pass that belief onto their kids.

When people meet with the team, she hears about families, goals and interests. Some people share stories they wouldn't normally share. They say "it’s because we're pretty much family here". Jenn couldn't agree more. Seeing our clients and helping them is one of the best parts of her day.

Jenn is humbly proud of her little family and can’t wait to see how they will grow into the future.

• She has 3 Children:
  • Jocelyn (age 10) loves art and volleyball.
  • Kasten (age 9) loves coding, Minecraft, science, and wants to start flag football.
  • Steven (age 1) loves getting into everything. Literally. Every cupboard, drawer, backpack, purse, trash bin, dog food, etc. in the house.
• A Viterbo University graduate with a Bachelor’s in Business Administration, her emphasis was in Healthcare Administration.
• A local Luther High School graduate
• Attends St. Paul’s church with her kid’s attending St. Paul’s school just a block from our office.
• Living above the bluffs near Winona provides beautiful sunrises and sunsets on her drive each day.

As the late, great Charles Dickens once said, "There is nothing in the world so irresistibly contagious as laughter and good humor." In addition to performing stand-up and sketch comedy for the better part of a decade, Bobbi makes it her personal goal to give everyone she meets throughout the day a reason to smile. 

Family is, and always will be, Bobbi's top priority. She and her husband, DJ, are blessed with two phenomenal kids, Dexter and Leia, as well as a large extended family. When not using her free time to enjoy the company of her loved ones, you will likely find her indulging in one of her many crafting endeavors. 

Don't ask her to pick a favorite animal because she loves them all, but she is exceptionally fond of tigers, giraffes, and all dogs. If you love showing off pictures of your pets, she is absolutely your target audience. 

• Bobbi's core values include integrity, honesty, kindness, and growth.
• She firmly believes life should be a never-ending journey of learning and self-improvement. 
• She has over 15 years of client service experience
• She has supported a variety of demographics, including adult learners, business professionals, and those with varying physical and mental disabilities