Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Todd Johnson

CFP®

Private Wealth Advisor

Learn more about Todd Johnson

Tanner Gosda

Associate Financial Advisor

Learn more about Tanner Gosda


Our team

Katy Gross

Katy Gross

Executive Assistant

Personal Intro

My husband Larry and I together have 3 daughters, 4 granddaughters, and 4 granddogs. I was a teacher for 21 years with Forest Lake Area Schools, I enjoy singing (especially at church), and I love CrossFit and all of its challenges.

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