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About Us
Brian J. Nikulski, CFP®
Andrew M. Swanson, MS, CFP®
Ethan R. Good, CFA
Ryan D. Bintz, JD
Amber J. Netherton, IACCP®, FPQP®
Rachael A. Finnegan, FPQP®
Mario A. Jorge, FPQP®
Jessica M. Mackin, FPQP®
Graye M. Freeman, FPQP®
Alexa V. Aise
Paige E. Carter
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Financial Planning
Investment Management
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Small Business Planning
Resources Library
Video Library
Financial Calculators
Free Portfolio Analysis
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Contact Us
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EMoney
Altruist
Schwab Alliance
Newport Retirement Services
About Us
Brian J. Nikulski, CFP®
Andrew M. Swanson, MS, CFP®
Ethan R. Good, CFA
Ryan D. Bintz, JD
Amber J. Netherton, IACCP®, FPQP®
Rachael A. Finnegan, FPQP®
Mario A. Jorge, FPQP®
Jessica M. Mackin, FPQP®
Graye M. Freeman, FPQP®
Alexa V. Aise
Paige E. Carter
Services
Financial Planning
Investment Management
Concierge Services
Small Business Planning
Resources Library
Video Library
Financial Calculators
Free Portfolio Analysis
Useful Links
Forms & Documents
Share File
Client Information Form
Contact Us
Careers
Client Login
EMoney
Altruist
Schwab Alliance
Newport Retirement Services
Call Us
563-344-0118
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