Our Team

Scott has been motivating and guiding his clients toward their financial goals for over 25 years.  His interest in financial planning began with a college internship in 1997, started his career in 2000 and took his practice independent...

Jordan advises his clients on retirement planning through a fundamental approach. Client education and transparency are important pillars that he has built his business around. He is trusted and highly respected due to his hardworking...

Bob has been a financial services industry professional since 1999. For over ten years he was a financial advisor at Northwestern Mutual Financial Network. In March of 2010 he decided it served his clients best if he opened the doors...

Sharon’s professional goal is to develop a long-term relationship with each of her clients – often working with several generations of a family. This approach allows her to truly know and understand her clients and their...

Rick has been assisting his clients in achieving their financial goals for over 20 years through his tax preparation and planning practice...

Doug believes there is a better way for financial advice to be given…and a better way to pay for that advice. The industry needs to change….. Simplicity matters…. Transparency matters….. Independence matters...

Jonah joined the Atlas Wealth Advisers team full-time in 2019. Jonah assists the other advisers with day-to-day tasks, helping them become more efficient and able to spend more time focusing on their clients. On top of that, Jonah has...

Dan joined Atlas Wealth Advisers in January of 2021 after having studied Finance and Economics at the University of Wisconsin – Milwaukee. As a big believer in continual education, Dan has advanced his skillset by acquiring...

Nick serves as an Associate Advisor with Atlas Wealth Advisers, where he works alongside the team to provide clients with guidance and personalized planning. He graduated Summa Cum Laude from the University of Wisconsin–Eau Claire...

Taylor believes that everyone should understand what they’re paying for when it comes to their insurance. She thrives on helping her clients feel at ease about their decisions and enjoys building strong relationships with them...

Anna is responsible for overall office management and organization, day-to- day operations, service work for clients, scheduling and special projects and events. She generates and processes paperwork required to process distributions...