Client Login

Your Team

Meet the dedicated professionals committed to helping you pursue your vision of true wealth.

Wealth Advisors

Your dedicated team of financial professionals

Steve Laska

Steve Laska

Managing Partner
Matt Gomoll

Matt Gomoll

MBA, CEPA®, CEP®

Partner, Senior Wealth Advisor
Cherry Laska

Cherry Laska

CFP®, CPWA®

Partner, Senior Wealth Advisor
Jaime Smith

Jaime Smith

CRPS

Partner, Senior Wealth Advisor
Tom Skelley

Tom Skelley

Senior Wealth Advisor
Ashley Janosek

Ashley Janosek

EA, CFP®

Wealth Advisor

Client Services

Dedicated support for every step of your journey

Sandy Laska

Sandy Laska

MBA

Director, Client Services
Teresa Oglesbee

Teresa Oglesbee

Senior Relationship Manager
Sharon Rosansky

Sharon Rosansky

VP of Client Service
Beth Hinton

Beth Hinton

Advisor Assistant
Luke Thompson

Luke Thompson

Wealth Advisor

Operations

Keeping everything running smoothly behind the scenes

Katie McGuire

Katie McGuire

VP, Director of Operations
Gwen Isola

Gwen Isola

Operations Manager

Ready to Meet Your Advisor?

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Request an Appointment