I actually did the math. I have sat along someone and have listened to their story over ten thousand times in my office. This is how my life has been blessed. I am a listener. It’s an intimacy that very few will ever have the opportunity to experience.

When I was young and new in my career, I was told to talk about my knowledge, my credentials, my licenses and my connections to impress potential clients. That’s stupid. It’s not about me. It’s about you.

Here is how I would engage you during a conversation. You talk and I would listen and I ask questions.

If you’ve Googled me, you already know me; and since you already know me, why would I waste your time talking about myself. Instead, I’ll listen to you.

I would like your permission to join your journey. Our team is hired to make lives whole, to heal past mistakes and to dream toward the possibilities in your future. You already know what you need to do. Press the “Start Now” button at the top of this page. Let’s get going.

So, you want still more information? Then here’s the boring stuff I used to talk about –

• Married 44 years, two children. (Actually, this is pretty exciting, not boring!)
  • Lived in the same house since 1991.
• Created and trademarked the Financialoscopy® process, 2009.
• The American College, Bryn Mawr, Pennsylvania.
  • ChFC (Chartered Financial Consultant) designation, 1995.
  • CLU (Chartered Life Underwriter) designation, 1993.
• Society of Financial Service Professionals member since 1992.
  • La Crosse, WI Chapter Secretary/Treasurer: 15-years.
• Past president of the Mutual Trust General Agent’s Association, Oak Brook, IL.
• Securities registrations:
  • Series 24 – General Securities Principal
  • Series 7 – General Securities Representative
  • Series 6 – Investment Company Products/Variable Contracts Representative.
  • Series 66 - Uniform Combined State Law
  • Series 63 - Uniform Securities Agent State Law
  • SIE - Securities Industry Essentials Examination
• Insurance License – Line of Authority
  • Life, Variable Life/Variable Annuity, Property, Casualty, Accident & Health.
• Strategic Coach participant, 15+ years.
• Escapes from the office to the family cabin along the Flambeau River in northern Wisconsin.

Discover how Mark's character was created through his family values, click here.

Realizing that it’s a complicated and fast-paced world, Nate likes to step back, hit the pause button and reflect on where he is at the moment, before planning for the future. By staying in the present, he appreciates that today has something valuable to teach and to learn from. Perspective is very important in his life; it’s something that keeps him seeing the positives in virtually all situations.

Nate has learned that life can be overwhelming for people. He has been blessed to walk alongside many people through their life journey of hardships and celebrations.

Born and raised in La Crosse, Nate married his high school sweetheart and through their 20-years they’ve been blessed with four children, three girls and a boy.

When escaping from the office, you’ll find Nate with his family, spending time in the woods or simply relaxing and enjoying a good cup of coffee.

Above, is how Nate lives life. Below are just a few of his credentials.

• 20+ years of Financial Services Experience
  • Third-Party 401(K) Group Plan Administration
  • Banking - Branch Management
• Securities Registrations:
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law
  • Series 6 - Investment Company Products/Variable Contracts Representative.
  • SIE - Securities Industry Essentials Examination
• Insurance License - Line of Authority
  • Life, Variable Life/Variable Annuity, Accident & Health.

Jenn says "your attitude is 99% responsible for the outlook to your days, the outcome of the work you do, and the effects of what you spread with your words". Happily, Jenn found a loving husband who has those same values. Together they try to pass that belief on to their 3 kids. Jenn is humbly proud of her little family and can’t wait to see how they will grow in the future.

Also from the area, Jenn graduated from Luther High School and also graduated Viterbo University with a Bachelor's in Business Administration, with an emphasis in Healthcare Administration. They currently live near Winona and enjoy beautiful drives to town along the river.

When people meet with the team, she hears about families, goals, and interests. Some people share stories they wouldn't normally share. They say "it’s because we're pretty much family here". Jenn couldn't agree more. Seeing our clients and helping them is one of the best parts of her day.

Dave is passionate about helping people feel supported, understood, and confident as they navigate life’s challenges and opportunities. He believes the best relationships are built on trust, honesty, and taking the time to truly listen.

As a veteran, Dave developed a strong appreciation for service, discipline, and putting others first — values that continue to guide both his personal and professional life today. He cares deeply about helping others through difficult situations, celebrating important milestones alongside them and being the person that people can rely on for guidance and support.

Dave received his Finance degree through the College of Business Administration at the University of Wisconsin–La Crosse. He values the opportunity to serve individuals and families, build meaningful relationships, and help people feel more confident and cared for as they move through different stages of life.

During his free time, he keeps busy with woodworking, baking, spending time outdoors, and being with his family.

Hannah has lived in the La Crosse area her entire life. She is a Viterbo University graduate with a Bachelor's degree in Business Administration in Marketing. In her free time, she enjoys spending time with her family and friends, relaxing at home, playing board games, or taking walks to rejuvenate.

Now, when people are financially conscious and worrying about their futures, Hannah believes that being part of a team that is easing those worries and helping set people up to be in the comfort space of being okay in their lives, allows her to get up each day and feel good about being part of that impact.