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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, our goal is to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Todd Piontek

Todd Piontek, CERTIFIED FINANCIAL PLANNER™

President

920-437-6614

920-437-5144

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Todd Piontek has years of experience in financial services. He can help you address your needs of today and for many years to come. He looks forward to working with you.