About

Creating Clarity and Confidence in the financial lives of individuals, families, and business owners.  Whether you engage us for wealth management, retirement planning, or financial planning, the goal remains the same. Our Wealth Strategy Group advisors, Rich Tegge and Sara Olsen will strive to eliminate the complexities of managing the wealth you have worked so hard to achieve and provide you a simple, easy to follow plan so you can focus on enjoying life.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member www.FINRA.org/www.SIPC.org. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed (AK, AZ, CA, CO, FL, GA, HI, IL, MD, MI, MO, MT, NJ, OH, SC, SD, TX, WA, WI).