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Steve Hooyman – 920-441-0267
Amy Sitter – 920-441-0268
Jesse Nelson – 920-441-0300
Ramon Mateos – 920-441-0301


Amy Sitter
Partner

Jesse Nelson
Partner

Ramon Mateos
Partner

Steve Hooyman
President
Experience the Difference
Today, we remain committed to our clients and manage over $430 million in assets. All of our staff are investment professionals with trust and estate background. The firm is driven by meaningful relationships.