Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future


Jordan Mills headshot
"Dealing with finances can get overly complicated and take up a lot of one’s time. I want to help streamline and simplify people’s financial lives so they can spend more time doing what they enjoy. "

Jordan Lochner Mills


Minneapolis / St. Paul

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Susan G. Komen® Race for the Cure

Amy Libertoski Komen Race for the Cure

A new case of breast cancer is diagnosed every two minutes. It’s a sobering statistic that has not only triggered awareness for the disease at a national level, but in our own backyard.

Led by Amy Libertoski, Consultant and four-year breast cancer survivor, our team joined forces with Wipfli LLP to participate in the 2015 Komen® Race for the Cure, which took place on Sunday, August 9th in downtown Wausau.

We’re proud of Amy, our team members and partners at Wipfli for turning awareness into action within their community!

Read more.