About Us
Finding Your Fit
We invite you to discover and experience the power of our financial advisory services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, our financial advisors strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Our Mission
Our business exists because of you, our clients, so one of our primary goals is to develop a long-term, trusting relationship with you.
The need to always deliver TOP-QUALITY advisory services and products offered by the best companies is implicit in our process. Our INTENT is to develop a long-term relationship based on a mutual respect and appreciation of each other’s needs, talents and services.
Our objective is to serve you better than other financial advisors, so we can depend on your referral to other people.
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our Team
Frank Tehel
President, CEO, Senior Portfolio Manager
Neely Elstrodt, CRPC
CFO-Chief Financial Officer, Treasurer
Kevin Moravek
Investment Advisor Representative
Kevin James, MBA
Paul Knoblich, MBA
VP of Business Development
Our Fiduciary Commitment
In all our professional relationships, we pledge ourselves to the following rule of ethical conduct. We shall, in light of all the conditions surrounding those we serve, make every effort to ascertain and understand your needs and then to render the service, which in the same circumstance, we would apply to ourselves.