Dennis J Stappas

While many desire financial security, it can be challenging to commit the necessary time required to PLAN for it. KNOWING where you stand in relation to your goals, will not only impact your own life, but also the countless lives of people who depend on and love you. Our commitment is to help you define your values and goals, create a written plan to guide your actions, and stay in touch.

Growing up on the farm and living in Southeastern Wisconsin has helped me understand that having a process of achieving financial security is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to care and learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.

My mission is to develop enduring relationships, helping our clients achieve financial security and peace of mind. I specialize in working with families and business owners, motivating clients to take the necessary actions to help make their financial dreams a reality. Please visit my website to learn more about my team and how we help clients create and implement a personalized financial plan.