WHO WE ARE
How We Got Here
We started this firm for people who want to take an active role in their finances, but need help mapping it out. Discipline, integrity, teamwork, and service guide the way we work. In practice, that means we work alongside you to make decisions that keep you moving forward.
By customizing each plan and managing our own strategies, we stay agile, adapting as your life and goals change. But even the best plan only works if it’s easy to follow, so we focus on clear, actionable steps. This practical approach provides value to our clients, and why we’re proud to serve everyone from active-duty military and veterans to business owners, executives, and families.
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Kirk Thode, CFP®
Founding Partner & Wealth Advisor
With over 20 years in the financial industry, Kirk’s work has been recognized both locally and nationally..
While his early interest in the markets was driven by the freedom it provides as an asset holder, he quickly realized his true value lies in service. For Kirk, helping others navigate challenges and harness the power of the financial markets is a core virtue of his work.
Kirk received his bachelor’s degree from The University of Wisconsin-Milwaukee and his master’s in applied economics from Marquette University, where he focused his research on the complexities of global debt crises. He holds Series 7, 31, 63, and 66 registrations, along with life insurance and variable annuities licenses through LPL Financial.
Outside the office, Kirk’s world revolves around his three young kids and his connection to Milwaukee. A former starting goalkeeper for UW-Milwaukee, he never really left the game, still playing and following soccer. He spent years pouring his energy into youth organizations like Operation Dream and Milwaukee Simba Soccer. Today, he supports several veteran-focused non-profits. When he’s able to carve out some downtime, Kirk is probably traveling, picking up his guitar, or hunting down a good live show—either music or comedy.
Nick Gomez
Founding Partner & Wealth Advisor
Nick has worked in wealth management for over a decade, with previous roles at Morgan Stanley, BMO Private Bank, and Robert W. Baird. He was drawn to this work by the direct connection between effort and impact: the idea that success is tied to the real value you create for others.
He believes personal finance is one of the most consequential parts of life, yet most people never receive formal guidance. Nick finds genuine satisfaction in helping clients understand their options and work toward meaningful goals.
With a bachelor’s in history from the University of Wisconsin-Milwaukee, Nick developed the analytical habits and long-view thinking that still inform how he approaches planning. He went on to earn his MBA with a concentration in finance from Concordia University Wisconsin, and holds Series 7, 24, and 66 registrations, along with life and health insurance licenses through LPL Financial.
A proud veteran, Nick served in the Wisconsin Army National Guard with deployments in support of Operation Enduring Freedom and Operation Spartan Shield. He continues that commitment to service as a board member for the Wisconsin Veterans Network, which connects veterans and their families with critical resources and support.
At home, Nick and his wife Favi keep busy with three kids (Isa, Nico, and Sophia) plus two dogs, Diego and Frieda. Between hockey and lacrosse, the family spends a lot of time at rinks and on fields, and Nick wouldn’t have it any other way. When he gets some free time, you might find him traveling, golfing, trying a new restaurant, or playing pickleball.