Our Mission

To create customers for life among clients who value my advice and with whom we have an integral relationship.

Education is key. We sponsor seminars and work with clients to understand the many aspect options used in creating a Financial, Personal Plan.

About
our Company

Our business was founded with the goal of assisting clients in many aspects of their financial lives. We provide comprehensive and personal services geared to each persons particular tax and financial situation.

Services

We specialize in providing comprehensive financial services and products that will effectively meet your needs. We work with both individuals and small business clients. We have worked with many people to help them invest using Modern Portfolio Theory which academics have found to create a disciplined and mathematical approach rather than listening to the emotional swings of the market.

Kay Stienessen

CPA Financial Advisor

Matthew Neal

Tax Preparer and Administration

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Our Team

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Kay Stienessen

CPA Financial Advisor

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Matthew Neal

Tax Preparer and Administration

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Rose Ek

Operations Manager

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Kay Stienessen has been in the accounting and tax business, both as a Tax Practitioner and CPA, for over 20 years. In that time, she became more interested in the Financial Business. Many times, she saw many financial issues and errors come across her desk. Her goal is to help people with their financial decisions before it becomes a tax issue – so they can plan effectively.

She has been licensed in Securities since 2000, holding Series 7, Series 63, and Series 65. This allows her to work with clients in an advisory position with fiduciary responsibly to create a plan to reach your goals.

Matthew J Neal is a Tax Preparer and Planning Assistant. He has been with the company since January 2016.

He started his career in the United State Marine Corps. He worked in the Administrative Department making travel arrangements, managing the office, planning events associated with the travel and logistical arrangements, managing the office, planning events associated with travel and logistical arrangements, coordinating schedules, and arranging meetings. He was also deployed to Afghanistan during his time with the Marines.

On his return, he worked in management and was employed as Planning Assistant with Ameriprise Financial before joining us. He continues to push himself forward and is working towards his Life Insurance License and Investment Advisory License.

Matt loves music and dancing, podcasts, and writing. He is currently working on his second book!

Rose Ek is our Operations Manager. She has worked with our company since November 2021.

She will help streamline the workload that comes through the office as our business continues to grow. She also spearheads our Marketing Department.

Rose has an AA in Accounting and Business Management. She has always wanted to work in the financial business. She is currently working towards obtaining her Life Insurance License.
Rose spends her free time with her lovely family. Her 5 kids definitely keep her busy!