Our Qualifications

 Jim Wenzinger,our founder and now retired, has been a Certified Financial Planner® since 1987.   Matt Wenzinger joined the practice in 1998. Together we have more than 50 years of experience successfully advising individuals and businesses.

We hold various professional designations, and are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.