Our Team

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Stephan T. Raska, CRC

Senior Financial Advisor

Candy L. Alanis

Operations Manager

Lauren N. Staudt

Marketing and Client Relationship Manager

Kaitlyn Zaunbrecher

Administrative Assistant