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Let us introduce ourselves.

Sheena Hanson, CFP®

Sheena Hanson, CFP®

Investment Advisor Representative and CCO
John Berkley

John Berkley

Investment Advisor Representative and Lead Portfolio Manager
Greg Snyder

Greg Snyder

Portfolio Manager
Marissa Evers

Marissa Evers

Investment Advisor Representative

Extended Support through Professional Collaborations

In a sense we serve as client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.

Accountants

Accountants

Attorneys

Attorneys

Insurance Experts

Insurance Experts

Mortgage / Banking Experts

Mortgage / Banking Experts

When you’re planning your future, you need a financial advisor you can rely on. Our fee-only independent team has been helping Janesville and Rock County families for over three decades. 

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