Team Members

I am a Financial Advisor who is passionate about providing ongoing and comprehensive financial advice for women going through life transitions such as divorce, widowhood, career changes, and sudden wealth. Having personally experienced...

Deb Purcell partners with her clients in a fiduciary capacity to address concerns and chart a financial path toward their goals. Drawing on her own life experiences, Deb is especially passionate about helping women in transition...

I am a recent graduate of Loras College in Dubuque, Iowa, where I received my bachelor’s degree in Finance. I quickly gained interest in the analytical side of Finance through my studies, but also knew I wanted to work directly...

Life happens. You need a Financial Professional who has not only knowledge, but the experience to get you through whatever your life throws at you. Nadine Burns is a Certified Financial Planner Professional who looks at your goals...

In his role as VP, Ron manages the firm’s technical infrastructure and streamlines business processes. He brings to the position more than 30 years in technology roles, including IT design and management for...