Our team has deep roots and a proud legacy of multigenerational service. The foundation was laid in 1984 when Alan “Cubby” Wolfe opened the Paine Webber office in Madison, establishing a client-first philosophy that continues to guide us today.

In 1990, Mike Palm joined Cubby, bringing a strong commitment to personalized financial guidance. The team expanded in 2000 with the addition of Kirk Hager, further strengthening our expertise and client service capabilities.

The next generation of leadership began to take shape when Matt Palm joined the team in 2014, followed by Nick Palm in 2016. This continuity not only reflects our team’s long-term vision but also mirrors the multigenerational relationships we’ve built with many of our client families.

Supporting our advisors is our exceptional client service team: Michele Dahlk and Courtney Justmann. Michele and Courtney play a vital role in ensuring that day-to-day operations and administrative tasks are handled efficiently and effectively. Their dedication and attention to detail help create a seamless experience for our clients, allowing us to focus on what matters most — your financial goals.

We take great pride in our ability to serve clients across generations, offering consistent, trusted advice through life’s many stages. Together, our team combines decades of experience with a forward-looking approach, offering stability, insight, and a deep commitment to the families we serve.