Skip to main content

Planning Team

Our team is committed to elevating your financial planning experience.

We come together from various backgrounds and a variety of skills to provide a well-rounded approach to customer service. No matter your financial needs, we are here to support and guide you in the right direction.

Tony Myers CFP®, CASL®, ChFC®, RICP®, WMCP®

Financial Advisor

Robert R Styrkowicz CFP®, CLU®

Wealth Management Advisor

Matthew John Kulpinski

Financial Planning Analyst and Investment Specialist

Nicole M Colombarini

Marketing Director

Austin J Lehmann

Director of Operations

Catherine Plate

Director of Operations

Brittany Larsen

Client Service Specialist

Ryan Koziol

Client Service Manager

Jessica Tomcsik

Financial Planning Analyst