Founding his firm in 1998, Rick Czerniak is an experienced investment professional who has been managing investment portfolios for over two decades. Mr. Czerniak is a registered investment advisor and a graduate of the State University of New York at Buffalo.
Melissa Stochl brings over 25 years of financial and tax planning experience to the firm. She holds a CPA and RIA license and graduated with a bachelor’s degree from Fontbonne University in St. Louis, MO and a master’s degree from the University of Kansas. She looks forward to helping you reach your short-term and long-term financial goals.