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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
 

Our Team

Valorie P.  Gast

Valorie P. Gast

Financial Advisor | Retirement Planning Specialist

715-845-3196

715-848-6067

John  Knoll

John Knoll

CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, ChFC, RICP

715-845-3196

715-848-6067

Matthew  Gast

Matthew Gast

Financial Planner, M.S., RICP

715-845-3196

715-848-6067

Maiv  Lee

Maiv Lee

New Business Coordinator

715-845-3196

715-848-6067

Abigail  Rindfleisch

Abigail Rindfleisch

Administrative Assistant | eMoney Support

715-845-3196

715-848-6067

Sydney  Schmeiser

Sydney Schmeiser

Administrative Assistant | Receptionist

715-845-3196

715-848-6067

Rachael  Mueller

Rachael Mueller

Business Project Coordinator

715-845-3196

715-848-6067