Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that can help confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to be better prepared to weather the inevitable challenges that our complex financial world presents.
* Insurance products and services are offered through Element Risk Management LLC, an affiliated company.
Joey Wildasin
President & Investment Advisor Representative
Joey began his career in 2015 in the financial services industry. His approach to planning focuses on the individual goals of the client. He specializes in wealth management, funding and withdrawing from IRA’s and retirement plans, maximizing Social Security benefits, life & long-term care insurance. Joey enjoys working with clients to find the simple solutions to their retirement.
Joey enjoys spending time with his wife & three children. Joey is also an avid golfer and serves as the Head Golf Coach at South Western High School.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC