Meet our Committed Team of Professionals

Greg Lavin, CRPS

President & CEO

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Kristen Massie

Vice President, Wealth Management Advisor

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Kristen Saunders

Qualified Plan Specialist/Paraplanner

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Sean Massie

Wealth Management Associate

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Sam Valenti

Wealth Management Associate

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Evan Meinel

Qualified Plan & Wealth Management Associate

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7 S. Main Street
Fond du Lac, Wisconsin
(920) 273-0007

About Us

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