Meet our experienced team

Meet the team

Our advisors

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Theron Gusikowski, CIM, FCSI

Investment Advisor

A business transition takes longer than most owners plan for, and the financial side is usually not the hard part. The hard part is deciding what the next decade looks like when the thing that structured every week is no longer there.

Omar Lebsack, CFA, CIM

Senior Investment Advisor

Registered accounts each do one job well and several jobs badly. Which one fits depends on your income now, your income later, and what you intend the money for, which is why the same account can be the right answer for one household and the wrong one next door.

Marcy Bauch, CIM, FCSI

Wealth Advisor

Concentration risk turns up most often in people who built something. Their net worth sits inside one company, one sector, or one holding that did very well, and the first useful exercise is simply seeing it laid out in one place.

Our philosophy

How we work

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