Broker Check

Our Team

Scott J. Richardson, ChFC®, AAMS®

Owner, Wealth Adviser

608-827-8881

[email protected]

Scott has been motivating and guiding his clients toward their financial goals for nearly 20 years. His interest in financial services began with a college internship in 1997. He started to build his client base in 2000 and took his...

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Jordan T. Truttschel

Owner, Wealth Adviser

608-827-8881

[email protected]

Jordan advises his clients on retirement planning through a fundamental approach. Client education and transparency are important pillars that he has built his business around. He is trusted and highly respected due to his hardworking...

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Robert C. Kniprath, CFP®, CLU®, ChFC®, CASL®

Owner, Wealth Adviser

608-827-8880

[email protected]

Bob has been a financial services industry professional since 1999. For over ten years he was a financial advisor at Northwestern Mutual Financial Network. In March of 2010 he decided it served his clients best if he opened the doors...

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Sharon M. Blechinger

Owner, Wealth Adviser

608-827-8881

[email protected]

Sharon’s professional goal is to develop a long-term relationship with each of her clients – often working with several generations of a family. This approach allows her to truly know and understand her clients and their...

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Paul T. Corrado

Financial Consultant

608-827-8881

[email protected]

Paul works to be a trusted professional and advocate helping his clients achieve their goals and objectives. By developing relationships based on trust and integrity, he will always strive to provide clients with the same level of...

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Anna Bartle

Client Services Manager

608-827-8881

[email protected]

Anna is responsible for overall office management and organization, day-to- day operations, service work for clients, scheduling and special projects and events. She generates and processes paperwork required to process distributions...

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Jonah Nelson

Paraplanner

608-827-8881

[email protected]

Jonah’s current tasks are maintaining and updating client information, as well as assisting the other advisers with day-to-day tasks so they can spend more time focusing on their clients. As a student with an anticipated...

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Mitchell McGlinn

Planning Associate

608-827-8881

[email protected]

Mitchell has a passion for people and service, and is eager to put these qualities to work as he begins his career in financial services.  He is a 2018 graduate of the University of Wisconsin-Whitewater with a degree in Finance...

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