Meet The Team
Brooke Butler
Client Service Specialist
Cheyenne Robinson
Service Associate | Wealth Advisor Track
Cheyenne Robinson is a Service Associate on the Wealth Advisor track, supporting clients and advisors with a commitment to accuracy, responsiveness, and long‑term financial well‑being. In this role, Cheyenne assists with day‑to‑day...
Christine Bressler
Project Specialist
Christine is a lifelong resident of Manitowoc County and has a love and appreciation for the history and culture of Wisconsin. She enjoys working with people and helping them find ways to meet their goals. Professional Over 20 years...
Dixie Sauer
Operations Specialist
Dixie will help ensure excellent VIP service for our awesome clients. Dixie has 20 + years of experience in the medical insurance field and is a graduate of Northeast Technical College. Thus, providing her with an excellent educational...
Meeko Mueller
Chief Comfort Officer
Meeko is a Border Collie, German Shephard, and Husky mix. He is our newest family member and is enjoying adjusting to his new work pup-life balance the position is offering him! Typically, Meeko works from home most of the time...
Parker Mueller, CFP®
Wealth Advisor | Fiduciary
“My purpose for pursuing this line of work is to be within the realm of finance (my favorite part of business) every day, but more importantly to enhance the lives of those I advise. Adding value and being a positive part of our...
Ross Mueller, CFP®
Wealth Advisor | CEO & Founder | Fiduciary
Helping you pursue your life-long financial goals. Looking to plan for retirement or need help with your company retirement plans? With more than 20 years of experience working through bear and bull markets with a full range of...