Every November, we come together for our annual supply drive, one of our favorite traditions! Each year, we partner with a different organization to support a new cause and make an impact where it’s needed most. The drive runs all month long, giving everyone plenty of time to participate and give back. *Please stay tuned for further information regarding this year's supply drive! … [Read more...]
2026 Real Estate Webinar
Spencer will share general real estate knowledge along with practical tips and insights from his experience working through every stage of the buying and selling process, helping you feel more confident when navigating today’s real estate market. … [Read more...]
2026 Tax Planning
Take part in a helpful session focused on tax updates, smart planning strategies, and practical guidance designed to keep you informed and ready for the upcoming tax season. … [Read more...]
20th Anniversary Celebration & New Office Open House
Thank you to everyone who joined us for our 20th Anniversary Celebration & New Office Open House! We loved welcoming clients, friends, and fellow community members into our new space to celebrate this exciting milestone with us. It was a wonderful evening filled with great conversations, meaningful connections, and appreciation for the relationships that have supported us throughout the years. We are incredibly grateful for your continued trust and support, and we look forward to many more … [Read more...]
2026 Medicare 101 Webinar
Medicare comes with many questions and decisions. Ben Rothering from WDS Health, LLC provided a helpful overview of Medicare basics, including eligibility requirements, coverage options, and key considerations to help you better understand your healthcare choices and plan with confidence. Full Version: Recap Version: … [Read more...]
2026 Trivia Night for Charity
Our Trivia Night for Charity was a great success, and we’re incredibly grateful to everyone who came out to participate & support such a meaningful cause.Thank you again for making a difference! As South Central Wisconsin’s busiest food pantry, The River provides free groceries for pickup or delivery, to-go meals, online grocery orders, mobile meals, and after-hours food lockers. While serving over 4,000 people every week since 2006, they are in constant pursuit of their vision: a … [Read more...]
2026 March Basketball Contest
2026 Cybersecurity Webinar
Our cybersecurity webinar featured Gabriel Ness of Vieth Consulting, LLC, who shared best practices, essential cybersecurity knowledge, and many helpful real-world tips. He provided valuable guidance on protecting personal and financial information, recognizing common threats, and navigating today’s digital world with greater confidence and peace of mind. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full … [Read more...]
2026 Market Outlook Webinar
Dillon Lull from American Funds hosted our Market Outlook Webinar, sharing insights on current market trends and investment strategies for the year ahead. As our first event of 2026, the session provided valuable takeaways to help attendees make confident financial decisions. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full Version: Recap Version: … [Read more...]
2025 December Next Generation 301 Webinar
We were pleased to host our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft and Lukas Kolasch, covered essential strategies for budgeting, saving, investing, and planning for the future. The webinar went great, and we appreciated the engagement from everyone who attended. Whether participants were just starting out or looking to strengthen their financial foundation, the discussion provided valuable guidance tailored to the unique needs of young … [Read more...]
