Our Team

Scott has been motivating and guiding his clients toward their financial goals for more than 20 years. His interest in financial services began with a college internship in 1997. He started to build his client base in 2000 and took his...

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...

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...

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...

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...

Dan joins the firm as a recent graduate from the University of Wisconsin-Milwaukee, where he studied Finance and Economics. Since then, he has acquired both his Series 7 and Series 66 licenses...