Planning Team

“Go with our planning team — and make it yours”

Our planning team mission is to be there — for you. Offering access to comprehensive financial planning, we provide our clients with uncompromising integrity, trust and complete personalized service.  The team shares more than 80+ years of combined experience in helping investors with financial solutions.

Meet Our Planning Team Advisors

Tom Gunderson

Thomas M. Gunderson, CFP®, AIF®

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Perry Bohl

Perry D. Bohl, CFP®, AIF®

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Wayne Muehler

Wayne A. Muehler, CFP®, AIF®

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You can search the database of CERTIFIED FINANCIAL PLANNER™ professionals by clicking here.  You will find our professional advisors are registered and ready to help you with all of your planning needs.  Feel free to view each of their profiles to get to know the team background and their qualifications. We will help you with all your retirement solutions and financial planning needs. Our great client service will show you that we truly care for our clients and take it upon our selves to service you. You can contact us today by clicking here.