Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our People

Optimism is the only long term realism.

Optimism is the idea that the world is in a permanent state of long term change for the better.

It is the only worldview which squares with historical record.

Eric Spindt

Eric Spindt

Investment Professional

(715) 258-8822

(715) 258-8866

Carli Navin

Carli Navin

Client Services Specialist

715-258-8822

715-258-8866

Rae Johnson

Rae Johnson

Client Services Specialist

715-258-8822

715-258-8866

Kika Udoni

Kika Udoni

Client Services Specialist

715-258-8822

715-258-8866

Judy Buchholz

Judy Buchholz

Client Services Specialist

715-258-8822

715-258-8866

Bella Udoni

Bella Udoni

Client Services Specialist

715-258-8822

715-258-8866

Stacy Jo Salan

Stacy Jo Salan

Director of Insurance Services

715-258-8822

715-258-8866

Tom Smith

Tom Smith

Insurance Executive

715-258-8822

715-258-8866