our team

Our culture

Fostering a culture of collaboration and commitment to client service,

Our team members are distinguished by their industry certifications as much as by their personalities. We expect to earn the trust of our clients every day, through our genuine care for their relationship, the thoughtfulness we bring to every decision, and the simple notion that we do what we say we’re going to do.

Thomas M. Stadum, <br />CPWA<sup>®</sup>, CEPA<sup>®</sup>, CRPC<sup>®</sup>

Thomas M. Stadum,
CPWA®, CEPA®, CRPC®

Founder, Wealth Advisor

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Daniel B. Schuster, <br />CRPC<sup>®</sup>

Daniel B. Schuster,
CRPC®

Registered Senior Wealth Associate

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Paola A. Abuhl

Paola A. Abuhl

Client Service Associate

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