Our Team

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Ernie Moosherr, MBA CHFC

Founder & Wealth Advisor
Michigan
,
Arizona
,

Eric Raether, CFP®

Founder & Wealth Advisor
Wisconsin
,

Mark Buchanan

Chief Operating Officer
Arizona
,

David Muehl, CFP®

Partner & Wealth Advisor
Wisconsin
,

Brian Kopp, CFP®

Wealth Advisor
Wisconsin
,

Reyn Eichenlaub

Wealth Advisor
Michigan
,

Devan Moosherr

Wealth Advisor
Michigan
,
Arizona
,

Fritz Moosherr

Wealth Advisor
Michigan
,
New York
,

Trent Hinton

Associate Wealth Advisor
Wisconsin
,

Christine Petras

Director of Client Services
Michigan
,

Melodie Ace, ChFC ® CASL ®

Director of Operations
Wisconsin
,

Andrew Belfield

Director of Client Services
Wisconsin
,

Where we serve

As of January 2026, we serve clients across 32 states, with physical offices in Michigan, Wisconsin, and Arizona. As a federally registered firm, we're licensed to serve clients in all 50 states.
map showing 32 states
States where we currently serve clients (as of 1/12/2026)
States where we can serve clients

Get Started

Step 1
Step 2
Step 3
Step 1
Get to Know Each Other
  • We talk through your goals, questions, and current situation
  • You share the big pieces: income, savings, benefits, what’s on your mind
  • You get a sense of how we think, how we work, and how we help people like you
Step 2
Analyze Your Situation
  • We review investments, fees, and tax impact
  • We show you what’s working, what’s not, and how we’d improve things
  • You get a clear picture of the value we can add — before making any commitment
Step 3
Onboard With Confidence
  • We connect your accounts and build your full financial plan
  • Your investments, cash flow, and tax strategy get aligned
  • You walk away knowing what’s happening, why, and what comes next
Book an Intro