Jeffrey L Butler  President/ Owner

Jeff started his career in 1990 specializing in wealth management. Dedicated to educating his clients, He is a Certified Trust & Financial Advisor from the American Bankers Association and a Certified Fund Specialist from the Institute of Business and Finance.  Jeff has become an independent voice within the trust and investment community.  He specializes in estate management, working with business owners and retirees.   Jeff holds his exam series 6, 7, 24, 63 and 64.  He also is a licenced life, health and annuity advisor.

Michael F Starshak  Financial Consultant

Mike began his career in 1987 and has developed a practice dedicated to risk-adjusted returns and emphasizes client education. Mike graduated from Augustana Collage with a triple major in Management, Marketing and Finance and continued his studies at Saint Xavier University for his Masters in Finance. Mike specializes in portfolio management, retirement income planning, wealth protection and transfer and business retirement plans. He holds his exam series 7, 63 and 65, as well as Life, Health and Variable Annuity Insurance licenses in the state of Wisconsin.