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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Patrick Modjeski

Patrick Modjeski

Vice President

Tracy Richer

Tracy A. Richer

Chief Financial Officer

Jeffery Dorward

Jeffery Dorward

CFP® | Financial Advisor

Julie Henneman

Julie Henneman

Administrative Assistant

Gerald Arnholt

Gerald Arnholt

Financial Advisor

Erik Lindenberg

Erik J. Lindenberg

Financial Representative

Paulette Auclair

Paulette C. Auclair

Financial Representative

David Flynn

David P. Flynn

Financial Advisor