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Our Team
James M. McGlone
CFP®, MSFS
Founding Partner, Financial Advisor and CCO.
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Kenneth J. McGlone
Partner and Financial Advisor
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Kaley M. Klepps
Partner and Financial Advisor
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Troy A. Sommerfeld
CFP®, MBA
Partner and Financial Advisor
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R. Michael Otto
CFP®, MBA
Founder and Financial Advisor
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C. Peter Kerntke
CFP®, MS
Founder and Financial Advisor
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Sharon L. Alba
Senior Client Service Specialist
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Kate A. Michalkiewicz
Client Service Specialist
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Amy M. Ganser
Client Service Specialist
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Heather M. Gerrits
Client Service Specialist
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Michelle A. Yost
Receptionist
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