Operations & Support

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Rece Dietrich

Carson Bakkala

Carson is an Information Systems Associate who contributes to optimizing technology services and solutions for the team. He is passionate about innovation and problem-solving and

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Maren Bernicke

Maren is an experienced Operations Associate who supports the team by helping monitor the firm’s budgets and financial information. She graduated from the University of

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Bernicke

Rece Dietrich

Rece Dietrich brings a range of digital marketing experiences to our Marketing Team. He holds a Communication Degree from the University of Minnesota-Duluth. Rece helps

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Ty Bernicke, CFP® | President & CEO

Kolton Dupey

Kolton is an Information Systems Associate who manages our in-house technology services and client database, and he currently resides in Chippewa Falls, WI. Outside of

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Valerie Hemenway

Valerie is an Operations Associate who helps coordinate the incoming and outgoing client communications in the office, provides administrative support to internal teams, assists with

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Laurie Jacobson

Laurie has many years in customer service-related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious

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Leah Janicki

Leah is a Client Service Associate who assists in preparing paperwork for clients and handling client requests. Leah has several years of customer service experience

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Ty Bernicke, CFP® | President & CEO

Paige Logslett

As the Director of Operations, Paige ensures the firm is focused, organized, and poised for future growth. She manages the company’s day-to-day operations, including technology,

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Michelle Long

Michelle is an Operations Manager who helps prepare financial plans for client meetings, makes updates to client information, and assists with account monitoring. Michelle holds

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Rece Dietrich

Kylie Martens

Kylie brings 17 years of customer service experience and enthusiasm to our Operations Team. She assists in preparing financial advisors for client meetings, updating client

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