Our Founders.

  • .

  • Jeff Huston

    CHIEF VISIONARY / OWNER

  • Gabe Olson

    OWNER

Our Executives.

  • Travis Bator

    CCO - WI Bar #: 1126890

  • Jonathan Leymaster

    CGO

  • Sue Wilson, CPA

    CFO

  • Sandra Drennon

    Executive Director of Wealth Management

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"Great things in business are never done by one person.

They are done by a team of people."

Our Team.

  • Jeff A. Wachtman

    PORTFOLIO MANAGER, FINANCIAL ADVISOR

  • Bryan Pettit

    PORTFOLIO MANAGER, FINANICAL ADVISOR

  • Donna Monda

    CERTIFIED FINANCIAL PLANNER

  • Wendy Burt

    CLIENT CARE COORDINATOR

  • Kelsey Vest

    CLIENT CARE ASSOCIATE

  • Renee Bostrom

    CLIENT CARE ASSOCIATE

  • Janine Pennington

    COMPLIANCE ASSISTANT

  • Molly Verduzco

    CLIENT CARE ASSOCIATE

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The key is in not spending time, but in investing it.