What We Do
Forging a Path, Together.
Over the years, we have found that a team approach is the best way to help our many clients maneuver through the complex financial services world. We believe it is highly beneficial for clients to get insights and opinions from a variety of sources with diverse backgrounds, educations, and experience.
We know there is no one strategy that fits everyone, which is why every client gets our personalized, individual attention—from the planning execution stage through follow-up and ongoing management. We take a proactive approach to helping you develop a financial strategy that addresses your needs and aligns with your goals, using the most efficient and effective methods possible.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they become problems. Our goal is to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email, or call our office. We would enjoy speaking with you.
Roland Stadelmann
Our founder
Lynnea Stadelmann
Our Owner/Office Administrator
Lynnea Stadelmann, Vice President/Owner, Lynnea is an owner and our Office Administrator, managing the daily operations of our office. She graduated with a degree in Business from Indiana Business College and has held...
John Bivens
Senior Financial Advisor
John Bivens is a Principal of Latitude Financial, LLC and Vice President of Latitude Advisors, LLC, a SEC Registered Investment Advisory firm. He has been involved in the financial services business since 1995. John's responsibilities...
Daniel Snover
CFA, ChFC
Daniel Snover, CFA, ChFC Daniel Snover is President and a founding member of PMV Capital. Prior to founding PMV, Daniel was Co-CIO of Fund Architects, LLC, where he led product development and managed more than $250 million in client...
Mark DiGiannantonio
CAIA