Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals and fiduciaries, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Bill Friebel, CFP®, CRPC®
LPL Financial Planner
Bill has been in the financial services industry for nearly 25 years and brings a wealth of experience and knowledge. With a 360° view of your financial situation, he’s able to answer: “Will you make it?” and "Do you have any blind spots?”
Lisa Friebel, MBA
LPL Financial Advisor
Lisa loves working with people and her passion is to help clients work towards their most important financial goals. She aims to ensure that each client feels supported, heard, and valued every step of the way when working with her.
Strategic Alliances
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.