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Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
608-785-0069
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130
830-620-0131

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Cody Rickaway CFP®, RICP®, CCPS®, CLTC®

Cody Rickaway CFP®, RICP®, CCPS®, CLTC®

CERTIFIED FINANCIAL PLANNER™ Professional

(608) 785-0069

(608) 519-2840

Greg  Gunderson, LUTCF

Greg Gunderson, LUTCF

Registered Representative

(830) 620-0131

(830) 620-0177

Heather Mazoch

Heather Mazoch

Registered Client Service Associate

830-620-0131

830-620-0177

Carol Thompson

Carol Thompson

Administrative Manager

(830) 620-0131

(830) 620-0177