Your Wealth Needs a Champion
Schedule an Introduction
Your Wealth Needs a Champion
Schedule an Introduction
Your Wealth Needs a Champion
Schedule an Introduction
Your Wealth Needs a Champion
Schedule an Introduction
Your Wealth Needs a Champion
Schedule an IntroductionNobody wants to lose money. But most investors don’t know that their portfolio may not be structured to grow sufficiently for their goals or preserve what they’ve earned long term.
Our role is like a shield that helps deflect investing uncertainties. We strive to create strategies so you can live comfortably today… and your heirs can live comfortably generations from now.
Our Commitment
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Award-Winning Guidance
We are proud to announce we’ve been named one of
2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. See full disclosure
Paul C. Listerman, Managing Director - Investment Officer and Senior PIM® Portfolio Manager, has earned the Wells Fargo Advisors Platinum Council Sapphire level from 2022 - 2024, placing him among a select group within Wells Fargo Advisors.
2024 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.
2022-2023 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Max Mischkulnig, Senior Vice President - Investment Officer and Fundamental Choice® Portfolio Manager has earned the prestigious 2025 Forbes Top Next-Gen Wealth Advisors award.
This is an honor reserved for advisors dedicated to helping raise the bar of our industry.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Congratulations to Beth Strunk, Senior Registered Client Associate, who is among a select group of Client Associates within Wells Fargo Advisors who have achieved exceptional performance while exemplifying our company’s highest standards in 2025.
The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Paul C. Listerman, Managing Director - Investment Officer and Senior PIM® Portfolio Manager, has earned the Wells Fargo Advisors Platinum Council Sapphire level from 2022 - 2024, placing him among a select group within Wells Fargo Advisors.
2024 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.
2022-2023 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Max Mischkulnig, Senior Vice President - Investment Officer and Fundamental Choice® Portfolio Manager has earned the prestigious 2025 Forbes Top Next-Gen Wealth Advisors award.
This is an honor reserved for advisors dedicated to helping raise the bar of our industry.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Congratulations to Beth Strunk, Senior Registered Client Associate, who is among a select group of Client Associates within Wells Fargo Advisors who have achieved exceptional performance while exemplifying our company’s highest standards in 2025.
The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
We Don’t Focus On Your Money First.
Numbers without context have no value. It’s you, your goals and your fears that we need to understand. Only then can we create an all-encompassing strategy featuring upwards of 40 different solutions, strengthened by the vast reach of Wells Fargo Advisors.
Set, But Never Forget
Many of our clients put their investments on autopilot before working with us. They rarely, if ever, update their plan. This inattentiveness poses all sorts of “strategy snafus” we often need to untangle.
Examples of Investment Strategy Snafus:
Multi-Gen Families with the oldest generation in or near retirement with no idea how to distribute their income tax-efficiently.
Here’s What We Do
Business Owners who are overly reliant on the sale of their business to fund their life’s next chapter.
Here's What We Do
High Earners who are Not Rich Yet (HENRYs) who invest too conservatively relative to their income.
Here's What We Do
