Our Associates
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Dianne Anderson
Administrative Assistant to Doug Mock
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Dennis Chan, CFP®
Vice President & Senior Partner
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Becky Eisenbraun
Administrative Assistant to Dennis Chan
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King Kearns
Financial Advisor
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John MacKimm
Senior Partner
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Jim Matejcek CFP®, CFEd, MBA
President & Senior Partner
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Paul Muscat, CFP®
Financial Advisor with Dennis Chan
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Megan Schertz
Administrative Assistant to Dennis Chan
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Julieann E. Schroeder , CFP® , AIF
Financial Advisor/SAI Registered Representative
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Skye Stuempert
Administrative Assistant to Dennis Chan
