Serving Main Street with Independent Advice 

CONNECT

Address:

444 Main St, Suite #101
La Crosse, WI 54601

Phone:

(608) 784-9100

Fax/Other:

(608) 784-6292

Associates

 
  • Fred Fletcher

    Chartered Retirement Planning Counselor, Financial Consultant

  • Lisa Kratt

    Office Associate

  • Tom Greylak

    Accredited Wealth Management Advisor, Financial Consultant

  • William Neil

    Accredited Investment Fiduciary®, Financial Consultant

  • Larry Schamberger

    Chartered Retirement Planning Counselor, Financial Consultant

  • David Utterback

    CERTIFIED FINANCIAL PLANNER™

  • Brenda Woodliff

    Office Manager

  • Lisa Kratt

    Office Associate Client Relations