Kerry Allen Schaible

Simply put, we help our clients get their financial actions in line with their intentions. This can be done in a number of different ways. Sometimes, it may be having us work with them as a fiduciary on their overall planning. Other times, it may be a matter of helping them address one specific issue. Often, this will change over time. Regardless, we are able to assist them where they are.

To help you gain clarity in your life's purpose. Our process focuses on synchronizing with your existing team of advisors in a collaborative environment. By leveraging our collective experience and knowledge, we'll develop an actionable financial plan to guide you to achieve your goals.

Our mission is to have an IMPACT in our clients lives and in our community. Our main focus is to help people develop a vision for their personal, professional and financial goals. We ask relevant questions to fully understand all of our clients wants and needs and match those with world class products so they can they can be strategic and intentional in reaching their goals.

We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.

I love working with women and empowering them to make educated decisions. I work with many women through a collaborative divorce team that guides families through the divorce process. I also love working with clients that are heading into retirement, and high net worth individuals want to plan efficiently.

Growing up on the farm, I learned from a young age that hard work and determination help us accomplish our goals. Using that same mentality, our team works with client's to help them achieve their vision for financial independence. Growing assets is important, but creating a plan to strategically get them back to you is just as important.

Joe Fanara has lived and/or worked in the Rockford, Illinois area all his life. He is married to his wife Jamie, also a business owner in Rockford, and has two children Jase and Jesse. Joe and his team specialize in helping you achieve financial security for your family or business. They will work with you to understand your financial goals and develop a sound financial plan.

Scott Wedige uses his energetic personality to his advantage as a Financial Advisor, putting forth the vitality and devotion to help ensure financial security in every individual life. He adds value to his business by building meaningful relationships with his clients, creating a trusting environment and one that will be long-lasting for years to come through his holistic financial plans.

As a Financial Advisor, I have the privilege of working with clients throughout the country. My team specializes in helping people create financial plans that provide them with financial security and independence. I am a graduate of the University of Wisconsin-Whitewater with a BA in Finance, and I thoroughly enjoy serving and impacting the greater Milwaukee area.