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Who We are

Together, our team combines diverse skill sets and a shared commitment to excellence. We work collaboratively to provide comprehensive financial planning services tailored to your unique needs. Feel free to explore our website, get to know our team members better, and contact us to schedule a consultation. We look forward to helping you achieve financial success!

Scott S Niekamp ChFC®, CLU®

CEO and Co-Founder

Gus Klaus CFP®, ChFC®, RICP®

Co-Founder and Wealth Management Advisor

Mindy M. Ottiger M.A., CASL®, CLU®, ChFC®, CFP®

Chief Operating Officer and Associate Wealth Management Advisor

Jeffrey R Hill PE

Financial Advisor

John C Moresi CFA®

Director of Portfolio Research and Advisory

Erin R Rodewald CLU®

Financial Planning Analyst

Leanne N. Zamora CASL®, RICP®

Director of Investments and Operations

Leslie R Hefferon

Planning Assistant

Jennifer Austin

Director of Client Services

Abigail Elliott

Client Experience Manager

Tristin O Brien