Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Cheryl A Dworak

Cheryl A Dworak

920-882-8350

Photo of Connor Joseph Curtis

Connor Joseph Curtis

920-435-7597

My goal is to help as many individuals and family's reach their financial goals as possible. I want us to come together and build a personalized plan that fits your needs, which allows us to be excited about executing it and watching it unfold in the future. I will put in the work necessary to make an efficient plan but also take time to build relationships with clients on a more personal level.