WHAT CAN WE HELP
YOU WORK TOWARD?

Assisting you in managing your financial future is a privilege. We hope to achieve that honor by earning your trust and confidence. Let us show you how.

Rich Tegge, President

LEADERSHIP TEAM

Rich Tegge
Jessica Kinonen
Katy Vogler
Ashley Musselman

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

SCHEDULE YOUR APPOINTMENT TODAY

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MD, MI, MO, SC, TX, WA, WI.

Website by FIRE PIXEL