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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

Meet Our Team

Cody Rickaway, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(608) 785-0069

(608) 519-2840

Cody Rickaway is a CERTIFIED FINANCIAL PLANNER Professional and holds both the series 7 and series 66 licenses. Cody has also been selected by Dave Ramsey to participate in the SmartVestor program as a SmartVestor Pro.

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Greg Gunderson, LUTCF

Registered Representative

(830) 620-0131

(830) 620-0177

Greg Gunderson is a Registered Representative and holds the series 6 and 63 licenses. He works with people who are looking for someone to assist them with their financial goals and plan implementation. They want someone they can trust...

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Heather Mazoch

Registered Client Service Associate

830-620-0131

830-620-0177

Heather Mazoch also has a series 7 and series 66 license. If Cody Rickaway is unavailable, Heather is properly licensed to answer any questions regarding a "fee based" product/account.

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Carol Thompson

Administrative Manager

(830) 620-0131

(830) 620-0177

Carol is a dedicated office manager, responsible for fulfilling Greg's client needs. Carol knows where to access the answers to questions you may have. She works with the clients to create a welcoming environment. Her strengths include...

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