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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.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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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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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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