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Our Process

Our Process

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<span><b>Focused On Your Financial Future</b></span>

Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.

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Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Resources

We want our clients to be financially savvy. Browse our library to start your path to financial education.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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The Value of Insuring Against Life&#8217;s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Our Team

DuWayne Mews

DuWayne D. Mews

Investment/Financial Representative

715-630-0860

715-687-8609

Mark Mews

Mark J. Mews

Insurance Advisor

715-897-8750

715-687-8609

Wayne Hagen

Wayne Hagen

Insurance Advisor

715-207-7040

715-687-8609

Cory Gresham

Cory Gresham

Investment Advisor Representative

715-687-8608

715-687-8609

Jason Opie

Jason Opie

Investment Advisor

715-387-1141

715-387-1143

Beth Kraus

Beth Kraus

Administrative Secretary

715-687-8608

715-687-8609

Joyce Mews

Joyce Mews

Administrative Secretary

715-687-8608

715-687-8609

Donna Heil

Donna Heil

Client Relations

715-687-8608

715-687-8609

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