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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 Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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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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