Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Daniel L. Bedard, CPA
Investment Advisor Representative
Dan is focused on helping clients achieve their financial goals...
Jackie L. Korzon
Wealth Management Assistant
Jackie plays a key role in the day-to-day operations of the firm...
Kaylee Rasmussen
Wealth Management Assistant
Kaylee enjoys assisting not only individuals but also small businesses with their tax and financial needs...
Brooke W. Weise, JD, CFP®
Investment Advisor Representative
Brooke has a special interest in comprehensive financial planning and wealth management with a focus on tax implications for individuals...