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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

CA Insurance License #0H20822 Financial Advisor | Retirement Planning Specialist

715-845-3196

715-848-6067

John Knoll

John Knoll

CA Insurance License #0M85879 CERTIFIED FINANCIAL PLANNER® Professional, CFP®, ChFC, RICP, TPCP

715-845-3196

715-848-6067

Matthew Gast

Matthew Gast

CA Insurance License #0M76182 Financial Planner, M.S., ChFC, RICP

715-845-3196

715-848-6067

Samantha Curtin

Samantha Curtin

Financial Consultant

949-833-5840

949-833-1427

Erik Sherfinski

Erik Sherfinski

Associate Financial Advisor

715-845-3196

715-848-6067

Maiv Lee

Maiv Lee

New Business Coordinator

715-845-3196

715-848-6067

Suzanne Brown

Suzanne Brown

Client Services Coordinator for Samantha Curtin

949-833-5845

949-833-1427

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

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