Wall Street Know How With Main Street Sensibilities

Who We Are 2017-12-12T17:16:57+00:00

Client First exists to serve people like you; modest and frugal with midwest sensibilities. Our clients come from all stages of life; young family to retirees. Our clients come from all backgrounds; teachers, government employees, business owners, executives and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care for our clients’ financial health. What makes us unique? It’s simple. We provide access to institutional class processes, tools and expertise to serve our clients’ needs. Said another way, we take the tools, know-how and information access normally reserved for the elite and Wall Street and bring it right here to Main Street for the hard working men and women in our area.

We have you covered; tax, investments, retirement, estate planning, social security and medicare. Your team at Client First brings a strong inventory of experience and abilities. Each team member brings a unique ability to help with your holistic plan.

FEEL FREE TO MEET THE TEAM

JUSTIN KRUEGER, CFP®

PARTNER, HEAD OF FINANCIAL PLANNING

With his Certified Financial Planner designation and 10+ years of experience in the financial industry, Justin is well-equipped to help each individual, no matter where they are in their financial life.

We know every client is unique and everyone is at a different point on their investing journey. Justin will help you understand where you are and take you through the necessary steps to complete your Retirement Income Plan. He carries competency in health coverage, both before Medicare eligibility and after. In addition, he is licensed in annuity, life insurance, and long-term care areas, allowing you access to a complete range of solutions for your specific financial situation. As a fiduciary, he is fully committed to your financial health.

DAVID ZARLING

PARTNER, HEAD OF INVESTMENT STRATEGY & RESEARCH

Using his strong industry insight and background, David is responsible for managing our clients’ investments. He is well versed in the Client First investment management approach,

using technical analysis to identify investment trends across all asset classes: stocks, bonds, commodities, and currencies. Our time-tested approach has proven effective for all market environments, allowing us to protect and grow your portfolio whether markets are moving up, down, or sideways. With 12 years of experience in the industry, David brings institutional class asset management to your portfolio.

PAUL ZARLING

MANAGING PARTNER, HEAD OF VISION & TRACTION

Paul has 20+ years of executive leadership experience with privately held entities and publicly traded companies. He’s responsible for making sure Client First is flying in the right direction. His focus on our strategy, business development and business operations keeps us moving together, allows us to maximize our strengths and focus on you.

It’s important Client First is run well so we can serve you well. His proven ability to create effective strategies, leverage technology, improve processes and develop people, brings you world-class service.

RENEE BERG, EA, AFSP

ACCOUNTING & TAX SERVICES MANAGER

Renee runs the Client First Tax practice using her 20 years of experience in accounting industry. Her specialization in individual and small business tax preparation make her an integral part of your financial plan.

Renee is an IRS Enrolled Agent, a Certified Tax Preparer, a member of the National Association of Tax Preparers, and a Notary. Her extensive experience with IRS tax code allows her to help you identify many additional tax breaks. In addition, she’s able to prepare estimated tax returns year-round for clients who want to see the impact their financial decisions may or may not have on their future tax returns. Renee enjoys preparing taxes and working out the best possible tax strategy for you.

KEVIN FIRARI

CLIENT SUPPORT SPECIALIST

With a degree in finance and accounting, Kevin specializes in answering general account questions and ensuring that your account migration to the Client First platform is seamless. He is here to assist you with your day to day account needs,

whether it is navigating your account, inquiring about your distribution, or you simply need to update your personal information, Kevin is here to support your needs as a client.

CHRIS WAALA

INDEPENDENT INSURANCE AGENT

Chris holds licenses in Property, Casualty, Health, and Life Insurance and has 10+ years of experience providing personalized Property & Casualty insurance plans. Confidence, security, and peace of mind are some things …

you’ll experience working with Chris on your insurance needs. He brings the same leadership and guidance to our clients as he has through his decades of service and coaching in our community. Chris is looking forward to partnering with you to provide outstanding insurance solutions.

OUR CORE VALUES

We love our clients. We are fully committed to their financial well being.

We are fiduciaries for our clients and believe true holistic planning is the only way to care for our clients’ financial health.

We continually strive to be aware of opportunities to serve our clients better.

We expect and foster a culture of learning, performance, and exceeding expectations.

We are a family of families and recognize the fullness of life beyond the office.

WANT TO SEE YOUR ENTIRE FINANCIAL PICTURE WORK TOGETHER?

Let’s work together! When you work with Client First as your independent fiduciary advisor, you’ll see your entire financial picture in one place with one team.

Get Started For FREE