How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Executive Team

Derek Podolak

Managing Partner | Wealth Advisor


“You Miss 100% of the shots you do not take.” - Wayne GretzkyThere are many levels to Derek Podolak. You see him as a Financial Advisor today however there have been many life experiences that have shaped his life to bring...

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Stephen Wolff

Financial Advisor



I am a seasoned Financial Advisor with over 20 years of experience, helping clients secure their financial futures. My expertise lies in providing tailored financial solutions to individuals and families. When not working, I enjoy...

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