Our Process

Our Process

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... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
<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.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Risk Tolerance: What&#8217;s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Our Team

DuWayne Mews

DuWayne D. Mews

Financial Professional

715-630-0860

715-687-8609

Mark Mews

Mark J. Mews

Operations Associate

715-897-8750

715-687-8609

Wayne Hagen

Wayne Hagen

Operations Associate

715-207-7040

715-687-8609

Cory Gresham

Cory Gresham

Investment Representative

715-687-8608

715-687-8609

Beth Kraus

Beth Kraus

Administrative Secretary

715-687-8608

715-687-8609

Joyce Mews

Joyce Mews

Administrative Secretary

715-687-8608

715-687-8609

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