Thank you to all that attended our July Client Event. If you could not attend, below is the link to the recording. Sustainable Farming Benefits     … [Read more...]

Congratulations to our contest winners! Individual Winners First Place  Carl Ramquist  2 tickets to a 22-23 Badger Men's Basketball Game Second Place  Dan Collman  $50 Gift Card to Famous Dave's Restaurant Third Place  Emily Comstock  $25 Gift Card to Colectivo Coffee Team Winners First Place  Riggs  4 tickets to a 22-23 Badger Men's Basketball Game Second Place  Boerke Family  $100 Gift Card to Famous Dave's Restaurant Third Place  **No Entry... this could have been you***  $50 Gift … [Read more...]

In an effort to take additional precautions towards social distancing and to comply with Governor Evers “Safer at Home” initiative, we have locked our office doors effective immediately. If you need to drop something off, please call (608)848-2389 first. After receiving confirmation from us, you may then leave the items in the drop box that we now have outside of our office doors and we will immediately retrieve the items after you leave. If you need to pick something up, please stay in your car … [Read more...]

Due to the COVID-19 pandemic, and in order to provide the healthiest environment for our clients, staff and community, we have decided to no longer hold in office appointments until further notice. If you have an upcoming meeting with an advisor in our office, you will be contacted with the option of doing a phone meeting or virtual meeting through Zoom. In addition, we have had to cancel and reschedule some of our education events, retirement classes and our Charity event. The Global Market … [Read more...]