Chris J. Korte, B.Ed. - CFP®
Certified Financial Planner®
Chris Korte focuses on providing full financial advice and solutions to individuals, families, and business owners, as well as the set up and servicing of group investment accounts for corporations. P...
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Registered Assistant
Teresa has worked in the financial services industry for over 20 years, joining Chris's team in 2014. A common thread throughout her background of work has been her strong customer service skills whic...
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Administrative Assistant
Carlee is the newest member of our team, having joined in December of 2016. With six years of guest service experience and a genuine care for people, she understands the value of prioritizing the need...
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