Our Advisors

Suzanne Kach

Suzanne Kach

Financial Advisor

Barbara O'Connor

Barbara O'Connor

Financial Advisor

James Brandt

James Brandt

Financial Advisor

Stephen Palen

Stephen Palen

Private Wealth Advisor

Ron Riha

Ron Riha

Financial Advisor

Bryan Barrer

Bryan Barrer

Financial Advisor

Terry George

Terry George

Financial Advisor

Ronald C Bryant

Ronald C Bryant

Financial Advisor

Danny William Panzer

Danny William Panzer

Financial Advisor

Phillip Anderson

Phillip Anderson

Financial Advisor

Adam Palen

Adam Palen

Financial Advisor

Gregg Koch

Gregg Koch

Financial Advisor

James Stephan

James Stephan

Financial Advisor

Our Staff

Samuel H. Greene, CFP(R)

Samuel H. Greene, CFP(R)

Operations Director

Vice President

Lisa Knode

Lisa Knode

Executive Assistant

More about me...

Contact

507.287.6160

Melody Murtle

Melody Murtle

Client Concierge

More about me...

Contact

515.332.4152

Tim Lewis

Tim Lewis

Business Development Director