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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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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
Kelli Kirsch
Receptionist
Shannan Frank
Client Services Associate
Shannon Potgiesser
Client Services Associate
Carrie Betz
Employee Benefits Specialist