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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.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.
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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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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

Investment 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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