Our Team

For over thirty years Jeff Klauenberg, MA, CIS, CFP®, has focused on finding solutions to retirement problems. Trained as a clinical psychologist, he attacks retirement planning problems by first understanding the client's concerns...

Will brings a diverse set of skills and over twenty five years of professional experience in accounting and finance. He received his Certified Public Accounting license in 1995, earned the Personal Financial Specialist designation from...

Since 2004, Scott has been helping clients plan for a more secure financial future. As a CERTIFIED RETIREMENT COUNSELOR, Scott uses his background as a former teacher to break down financial topics to levels that clients can more...

Sue keeps our office running smoothly and efficiently. She makes sure that all business is processed and customer service requests are provided in an accurate and timely basis. Her excellent administrative skills have been obtained...