Broker Check

Our Team

Daren J Powers, MBA, CPA, PFS

Personal Financial Specialist

Daren has been working with individuals and businesses in Western Wisconsin for over 25 years. Daren has extensive personal and professional experience in the areas of investments, financial planning and tax preparation. Daren...

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MacKenzie S. Zajec, CFP

Financial Advisor

MacKenzie joined our team in April 2019 and brings over ten years of investment experience helping both individuals and businesses meet their unique investment goals. He focuses on empowering clients to make informed tax-smart wealth...

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Tammy J Powers

Office Manager

Tammy has a business degree from the University of Wisconsin - River Falls and has over 20 years of experience managing our office. Tammy's duties include overseeing scheduling for all staff members, meeting with clients to insure...

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Robert E. Brooks, CPA

Tax Specialist

Bob is a graduate of University of Wisconsin - Eau Claire and has been a CPA since 1987. He joined our firm in 2006 and specializes in individual income tax.

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Teresa DeYoung


Teresa joined our firm in November 2009. She graduated from the University of Wisconsin-River Falls where she earned a Bachelor of Science degree in Accounting and has been a CPA since 2011. Teresa is proficient in QuickBooks and Sage...
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Brady Powers

Administrative Support