Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Bob FitzSimmons, CFP®, MBA
President | Financial Advisor
Jason J. Peplinski, MBA, AIF®, CPFA, FSS, LUTCF
Vice President | OSJ | Financial Advisor
Brett Burchett, CFP®, AIF®, CPFA®
Financial Advisor
Thomas Buescher, CFP®, CPFA®
Financial Advisor
Brad Farley
Financial Advisor
Kimberly Dondlinger
Office Administrative Manager and Licensed Sales Assistant
Sally Read
Director of Operations
Leslie Borges*
Client Service Associate
Tracie Olson*
Client Service Associate
LaRae Eifert*
Client Service Associate
Jill Sigler*
Client Service Associate
Craig Baugous*
Client Service Associate
Ethan Zaborowski*
Intern
Jan FitzSimmons*
Secretary and Treasurer
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.