Our Mission Statement



Mike Hurtgen, Financial Advisor

Helping You Put the Pieces of Your Financial Puzzle Together!


My team and I deliver individualized financial plans that are the cornerstone of our advisory process. We coordinate your financial plan with investment management and financial planning.

Our planning process focuses on assets, debt, income, expenses, taxes and investments as the basis of a plan that addresses your financial needs & goals. The result is a financial strategy that we execute and modify to manage your financial life now and into the future.