Who We Are

Advisors and mentors to wealthy families

Matt Neska

  • • 20+ years of investment expertise
  • • CFA® Charterholder
  • • University of Minnesota Duluth, Finance and Economics
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Lindsay Guido, CFP®

  • • Investment Advisor Representative since 2020
  • • CFP® Professional
  • • University of Wisconsin, Finance
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Ben Armstrong

  • • 25+ years of investment expertise
    • CFA® Charterholder
    Kellogg School of Management, Finance MBA
More About Ben