Our Team

Putting your best interests at the center of every decision

Meet Our Incredible Team!

Matthew Haeffner RFC

President - Wealth Advisor

Jason Grosse RFC

Senior Advisor

Cole Long

WEALTH ADVISOR

Chrysa Snow

Wealth Plan Administrator/Marketing Director

Joann Kirchhofer CPA

WEALTH ADVISOR

Peggy Kampschroeder

Director of First Impressions

Growing with Purpose

Building a Team Aligned with Client Success

Our commitment to growth extends beyond just numbers – it involves expanding our team to better serve our clients! We are dedicated to strategically adding new members as needed, always ensuring that they align with our values and share our mission of helping clients meet their long-term goals.

Discover Our Story

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