Meet The Team
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...
Christine Bressler
Client Service
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...
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...