Our Team

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Mike Grahek - Professional Photo

Mike Grahek

President

Mike Grahek has been in financial services since 2011. He believes his previous ten years as a manager for a fortune 500 company were an ideal foundation for his work as a financial planner. Read more…

Joshua Haas- Professional Photo

Joshua Haas

Financial Consultant

Joshua Haas is a financial consultant that focuses on helping individuals, businesses, and families learn how money works. He understands that people work hard for their money and sacrifice a lot to reach their dreams. Read more…

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Anthony Havelka-Chibici

Accountant/Bookkeeper

Anthony has worked in the tax and accounting field for 20+ years. He has spent 15 of those years focusing on helping the transportation industry. In 2011, Anthony decided to move his family to Wisconsin. Read more…