Our Team

Austin Preece
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Austin Preece, CFP®, EA

Financial Planner and Tax Advisor

Brooks Larson
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Brooks Larson, AIF, ChFC, RICP

Retirement Income Planner

Nolan Baier
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Nolan Baier

Bookkeeping & Payroll Advisor

Joe Hoffart
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Joe Hoffart

Paraplanner

PP
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Pat Poeschel

Team Member

GB
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Gordy Boos

Team Member

SH
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Sara Heike

Team Member