Getting to Know: Mandy Korpi

I joined our firm in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to our firm was as a Staffing Manager at a local staffing firm. 

Getting to Know: Pete Zielinski

Pete joined our firm as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution.

Getting to Know: Kelsey Ruwe

Getting to Know: Kelsey Ruwe, Director of Human Resources Kelsey joined our firm in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011. 

Get to Know: Teresa Laughlin

Teresa joined our firm in April 2011 as an Administrative Assistant, transitioning into the Client Services area as a New Business Coordinator, and currently is in the Operations Department as a Cashiering Associate. 
1 2 3 4 5 6 7

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!