Wealth Management and Planning
What’s Your Path?
Financial planning is different for everyone. No matter where you are on your financial journey today, we can help you find your path by offering comprehensive and thoughtful solutions for your unique needs. It’s what we do best at DSB Rock Island Wealth Management. We will walk you through building a customized financial plan that aligns with your personal values and vision. Our niche is building the right plan for each client; one client at a time.
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Our financial planning process:
We walk each client through a comprehensive discovery process, which becomes the foundation for building a solid financial plan. It’s not painful or awkward; in fact, many clients find it to be fun. Our tool helps you look down the road and dream of what the future may hold. Most clients come away from the experience with a greater understanding of their financial future and the confidence to live securely today. That’s the value in finding YOUR path.
Connect with our Team
Mitch Stolba
Partner | Financial Advisor
David Brouillette
Partner | Financial Advisor
Daniel D. Gustafson
Partner | Financial Advisor
Fred Borstad
Managing Partner | CIMA®, CEPA®, AIF®
Mark C. Hegstrom
Managing Partner | AIF®, CEPA®, CPFA
Ryan C. Williams
Managing Partner | CFP®, CEPA®, CPFA
Cole Billings
Associate | Financial Advisor
Annika Hansen
Operations Manager
Haralds Bondaris
Operations Manager | CFP®
Jo Ann Schermann
Manager, 401(k) and BOSS
Lucy Nelson
Marketing Coordinator
Erica Farinella
Client Service Associate
Hannah Stolba
Executive Assistant | Marketing
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Contact us
Contact our team today to learn how we can create a personalized financial plan to help you chart a course for your future.
