Our Team

Ryan has been helping clients build their portfolios and stay true to their investment goals for over 20 years. Ryan began his career as a Financial Advisor with Baird in Milwaukee in 1999, providing comprehensive portfolio planning...

Kasha was born and raised in Rhinelander, Wisconsin. After graduating from the University of Iowa with a degree in political science and economics, Kasha entered the securities business in Scottsdale, Arizona. In 2009, Kasha decided to...