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A Passion for Finances.
A Heart for the World.

Over the years, our team has volunteered our time and provided financial support to the following organizations:

 Big Brothers Big Sisters
Next Door Foundation
United Way
Baird Mentoring Program
Cedarburg Junior Woman’s Club


Compassion International
Cedarburg Women Who Lead
 Training Ground
Serenity Inns


Additionally, education is a personal priority for our team and public speaking has become an enjoyable and fulfilling way for us to give back to our communities:

  • SIFMA (Securities Industry and Financial Markets Association)
  • University of Wisconsin-Milwaukee Women Leaders Conference
  • University of Southern Maine
  • Johnson Controls, Inc.
  • East Shores Library System
  • VIP Community Group
  • Mequon-Thiensville Recreation Department