Meet the Team

Tom Gunderson

Thomas M. Gunderson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

Accredited Investment Fiduciary®

Perry Bohl

Perry D. Bohl, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER

Accredited Investment Fiduciary®

Wayne Muehler

Wayne A. Muehler, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

Accredited Investment Fiduciary®

James Braun

James P. Braun, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER®

Eric Aldinger

Eric Aldinger, MBA

Financial Advisor

Julie Hinsz

Julie Hinsz

Wealth Manager

Tyler Liffrig

Financial Advisor

Shayla Evink, MBA, AIF®

Financial Advisor


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.