Meet the Team

Tom Gunderson

Thomas M. Gunderson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

Accredited Investment Fiduciary®

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Perry Bohl

Perry D. Bohl, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER

Accredited Investment Fiduciary®

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Wayne Muehler

Wayne A. Muehler, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

Accredited Investment Fiduciary®

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James Braun

James P. Braun, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

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Eric Aldinger

Eric Aldinger, MBA

Financial Advisor

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Julie Hinsz

Julie Hinsz

Wealth Manager

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Tyler Liffrig

Financial Advisor

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Shayla Evink, MBA, AIF®

Financial Advisor

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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.