Using Experience To Make A Difference
Our top priority is helping you take care of yourself, your family, and your business. We want to understand your personal and business situations, identify your dreams and goals, and understand your risk tolerance.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Learn More
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Learn More
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn More
Chad Schut, CFP®, AIF®
Owner and President, CFP, AIF
W. Douglas Koning, Owner
Licensed Insurance Agent
Mitchell Wassink, CFP®, AIF®
Financial Advisor
Darla Tiffany
Account Executive
Shannan Frank
Client Services Associate
Shannon Potgiesser
Client Services Associate
Carrie Betz
Employee Benefits Specialist