Who We Are
Advisors and mentors to wealthy families
Matt Neska
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• 20+ years of investment expertise
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• CFA® Charterholder
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• University of Minnesota Duluth, Finance and Economics
Lindsay Guido, CFP®
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• Investment Advisor Representative since 2020
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• CFP® Professional
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• University of Wisconsin, Finance
Ben Armstrong
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• 25+ years of investment expertise
• CFA® Charterholder
• Kellogg School of Management, Finance MBA
