Guiding you on your journey.

integrity

Authentic

Authenticity is our highest value and integrity underlies every step we take. We strive to be candid in our advice, genuine in our approach, and true to our clients' best interests.
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Multi-generational

We partner with our clients and their families across generations, protecting their legacies and ensuring their financial goals align with their values. Diversity in advisor age helps us achieve that.
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Community Involvment

Our partnerships with clients parallel our relationship with our own families and communities: deep, supportive, and the motivation for every action we take.

Meet the Team

Mark D. VanderHagen, CFP®, AIF®

Financial Advisor

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Joseph L. DeWald, CFP®, CEP®

Financial Advisor

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Patrick J. O’Connell, CFP®

Financial Advisor

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Alex J. Budzon, CFP®

Financial Advisor

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Christopher A. Slyby, CDFA®

Financial Advisor

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Katie E. Austin

Director of Operations & Marketing- Compliance Officer

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Maranda J. Wellman, CPA®

Client Services &
Operations Associate

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Logan S. Timbrook

Client Services & Operations Associate

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Rachael A. Veenstra

Client Services & Operations Associate

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