Contact Us

608-784-9100

To request to speak with an advisor, please call our office at 608-784-9100.

E-mail [email protected]

All of our advisors will receive your email at [email protected]

Call 608-984-9100

[email protected]

La Crosse Office

3143 State Rd – Suite 101
La Crosse, WI 54601

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Support Hours

Monday-Friday
8:00am – 4:00pm

Winona Office

902 E 2nd St – Suite 102
Winona, MN 55987

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By Request

Appointments with Tom available upon request.

Virtual

Virtual meetings are offered through Zoom and other platforms.

Scheduling Options

By Request

Appointments available upon request.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MN, MD, WI

SIPC | FINRA

Check the background of investment professionals associated with this site on FINRA