Our Financial & Insurance Professionals
We are dedicated to assisting you in achieving your desired retirement. We accomplish this by offering guidance to development a comprehensive retirement income strategy, as well as providing a range of planning services and investment strategies to meet your goals.
Our commitment extends beyond the formulation of your retirement income strategy; we ensure continuous support in maintaining it throughout your retirement.
Through personalized plans developed via genuine partnerships, we empower our clients to navigate the complexities and challenges of the financial landscape.ย We take great pride in our honesty and integrity, ensuring your receiving the service you deserve.
Eric Nohner
PRESIDENT AND CO-FOUNDER
Eric began his career in finance in 2012, building on a prior foundation of experience as a healthcare professional, which he finds to be the ideal groundwork for his role as a financial advisor. His background in patient care translates into a dedication to managing the financial health of his clients. Eric recognizes that each client’s life stage is unique, necessitating a financial plan that is tailored to their individual personal and business circumstances. He is committed to identifying the financial security products that align with your objectives. Once your customized financial plan is established, we will continue our collaboration to evaluate progress towards your goals and ensure you remain confident that everything is proceeding as planned. Eric is happily married to his wife Alison, and they have three daughters. Outside of work, he enjoys golfing and spending quality time with his family and friends.
Tim Rosga
PRESIDENT AND CO-FOUNDER
Since 2006, Tim has been offering guidance in both corporate and personal financial planning to individuals and families. He prides himself on cultivating long-term relationships with clients, grounded in honesty and trust. Tim recognizes that financial goals are unique to each individual and business; he dedicates the time necessary to build a relationship in which a truly effective financial plan can flourish. He holds an undergraduate degree from the University of Wisconsin-Madison and an MBA from the University of Denver. Outside of his professional responsibilities, Tim enjoys engaging in various activities with his two sons, such as golfing, fishing, and watching their athletic events.