We are a forward-thinking, multi-generational wealth management practice providing meaningful guidance and a high standard of care to a select group of individuals, families, and businesses, both locally and throughout the country. Our mission is to serve as a trusted advocate for our clients by leveraging our experience, resources, and commitment to delivering thoughtful, client-focused advice as
we help them define and pursue what matters most to them. Paul Schluckebier, CFP®
Managing Director/Investments
Kelly Schluckebier, CRPC™, CPFA®
Associate Vice President/Investments
Christine Mueller
Client Relationship Manager
Mallory Rumrill
Client Service Associate
Ben Burgoyne
Registered Client Service Associate
Kristin Luft
Senior Client Service Associate
After hours by appointment only.
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