Wayne A Wagner | Partner
With nearly 40 years of experience in the financial services industry, Wayne Wagner’s deep understanding of fixed income and equity markets provide him the necessary tools to deal with the ever changing landscape of the investment world. Wayne holds a degree in finance from the University of Illinois.
Scott L Stoltenberg | Partner
Scott Stoltenberg has built a reputation for his understanding of the dynamics of financial markets. With a mindset both analytical and innovative, Scott works to build and manage strategic, tax-efficient portfolios as a means for clients to achieve their financial objectives. Scott is a 1989 graduate of St. Ambrose University with majors in Business Administration and Accounting and a minor in Economics. While on the tax and audit staff at McGladrey & Pullen, Scott also became a Certified Public Accountant (CPA).
Laura A Swift | Partner
Working with clients to assist them in defining their financial objectives and life goals, Laura Swift builds individualized wealth strategies designed to help them achieve these goals in the most logical and efficient manner. With a degree in Biological Sciences, Laura conducted research for the 7 years immediately following graduation from Illinois State University. In 2000, she began her career as a financial advisor, combining this long-standing interest in research with her passion for empowering others.
David A Borcherding
David Borcherding works closely with individuals and business owners, providing financial planning solutions and wealth management strategies to help them realize their long term objectives. Dave holds degrees in Business Administration and Economics from Wartburg College, and is experienced in sales management, insurance, and trust portfolio management.