Our mission is simple...to help build, protect and preserve the wealth of our clients

You will be able to tell from my accent that I'm from up North. I was born and grew up in Reeseville, WI. My wife Ann and I moved to Texas in 1980 to start a new chapter — I had been in management with a life and health insurance company and wanted to spend less time on the road, more time with family, and help people in the local community. That's when I decided to start a personal financial practice. Ann and I now have two sons and a daughter and five grandchildren — all boys. Life is full and we feel very blessed.

Dedicated to helping clients accomplish what they want. I started in the investment business in 1999, witnessed two bear markets and learned from both, and earned the Chartered Market Technician (CMT) certification in 2011. I co-authored "Home Run Financial Planning" with Steve Straseske, my father. I operate under a fiduciary standard and an independent service model, and I bring experience across all areas of personal finance — with a humble, curious, and grateful approach.

Pamela is driven by the belief that true peace of mind is rooted in both financial and physical health. With more than 30 years of experience in the senior healthcare industry, her career was built on empathy and a commitment to helping others navigate complex medical, emotional, and financial circumstances. She is dedicated to helping clients develop strategies that promote guaranteed income, long-term security, independence, and peace of mind. The daughter of a U.S. Navy veteran, Pamela was raised with strong values of integrity, discipline, and service.

Michael's mission is simple — to help his clients build confidence in their financial decisions today, so they can enjoy a secure and fulfilling tomorrow. A native of Akron, Ohio, Michael brings over four decades of leadership and dedication to serving others — shaped by a distinguished 27-year U.S. Navy career, retiring as Force Master Chief. Following his military service, he applied his leadership skills at USAA and First Fidelity before dedicating the past 18 years to helping individuals and families achieve financial security and peace of mind.

I am here for you, whenever that may be. I work tirelessly to ensure that the needs of our clients are met, with endless patience and understanding. I strive to provide the best client experience and build lasting relationships with everyone we come in contact with. Lovingly referred to as the group Mom in social circles — if you need me, call me.

Here to bring the fun and enjoyment to all events! All events scheduler, Big Corso puppy lover, fresh air outdoor hiker, and backcountry trail explorer. Candy Crush pro, piano player princess, and horror movie reviewer. Arizona transplant — D.C. and Orange County, California defector.