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Our Mission

Our goal is to advance your personal and financial well being. Together, we will establish a series of solutions based on those core values, so that your money will support your life decisions.

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Plan

Truly customized plans that will position you to reach your goals and live your life as you have always imagined.

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Invest

Sound investment guidance that considers your risk tolerance, your retirement goals, and your best interest. 

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Live

Our team will guide you every step of the way, so you can focus on what’s important - living your life.

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Why Work With Us

As an independent firm of fiduciaries, we put your needs and goals first, without exception. We do not sell proprietary products, and will never make a suggestion that we wouldn't take for ourselves. Dedicated to exceptional client service, you can expect valuable guidance that is transparent, honest, and comprehensive. 

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Meet Our Team

Carolyn Dolnik

Carolyn Dolnik

Financial Advisor

Peter Wagner

Peter Wagner

Financial Advisor

Tanner Leister

Tanner Leister

Registered Representative