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Our Mission

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A Fundamental Approach

With more than 70 years of combined experience, Financial Consultants & Wealth Managers, Cynthia Brown Komarek and Grant C. Birkley are financial advisors who assist their clients with wealth management. Our services help to guide clients throughout their financial lives, from saving for retirement and education funding to living in retirement and managing their wealth transfer strategies for future generations. We assist a range of clients, including individuals, business owners and families, with access to a broad array of company resources including research, market specialiests, and a breadth of services. Our mission is to assist you in understanding the opportunities and potential rewards that become available when you take a proactaive approach to your personal financial situation. We strive to educate our clients regarding financial concepts behind investing, retirement, estate investment planning and wealth preservation strategies, thereby helping you understand your situation and meet your goals for a more secure financial lifestyle.

Who We Are

Cynthia Brown Komarek, CRPC

Financial Consultant & Wealth Manager

Cynthia Brown Komarek has been dedicated to helping clients manage their investments for more than 30 years. She provides holistic investment plan oversight to help her clients with wealth preservation and risk management strategies....
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Grant Birkley, CRPC

Financial Consultant & Wealth Manager

Experienced with private placements and hedge funds, Grant has more than 20 years of experience in providing clients with professional advice designed to help them realize their optimal financial objectives. Grant's approach is marked...
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Pam Madsen

Senior Registered Assistant

Pamela A. Madsen has more than 20 years of experience working on behalf of clients in the financial services insustry. Her experience includes handling the day-to-day operations of the practice, meeting the administrative needs of...
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