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Planning Team

Our Strength is in Our Team.

Let our group of professionals partner with you to provide specific market insights and targeted financial guidance.

Our team shares a dedication to excellence in serving the unique needs of our clients. We've developed a knowledgeable group to help you craft a strategic plan that aligns with your vision for your financial future.

Time is valuable. We leverage technology to ensure that our time together is productive & efficient. We utilize virtual meetings so that you have access to the appropriate team members from anywhere. As the picture of your life changes, we will be here to help you refocus.

Michael E Bartenhagen CLU®, ChFC®, CLTC®

Private Wealth Advisor

Ryan T Matusik MBA, CFP®

Private Wealth Advisor

Rebecca M Hayes

Associate Financial Representative

Robin E Skoog B.A., MBA

Client Relations