about us



With an assembled team of over 50 years of extensive experience in investment and asset management, our team strives to meet and surpass clients’ unique and diverse needs and goals.

Mark Kosanke, CPA

Founding Partner, Investment Advisor Representative, Registered Securities Principal

Heather Trbovich

Investment Advisor Representative /
Office Operations

Darrell Rau

Business Development, 1031 Exchanges

Jessica Howey

Client Services

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registered professionals

Check the background of our firm and our Investment Professionals