Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Advisors

Gary Schaap

CFP®, BFA™, CRPC™, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Schaap's website

Amy Swier

CFP®, BFA™, CPA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Swier's website

Crystal Hekrdle

CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Crystal Hekrdle's website


Team

Cassandra DeKrey

Cassandra DeKrey

Operations Specialist

Personal Intro

Qualifications

  • 30+ years with an extensive background as an Executive Assistant.
  • Strong foundation in organization and support.

Roles & Responsibilities

  • Focused on accurate and efficient task management.
  • Detail-oriented and dependable.
  • Committed to helping operations run smoothly.
  • Enjoys spending free time with her husband and three children.
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Samantha Denton

Samantha Denton

Operations Manager

Personal Intro

Qualifications

  • Associate of Applied Science in Financial Services
  • Associate of Applied Science in Business Administration
  • Southeast Technical Institute

Roles & Responsibilities

  • Twenty+ years in delivering extraordinary customer service
  • Passionate about professional development, attention to detail, and going above and beyond to assist our clients.
  • Enjoys crafts, cooking and camping with my husband and four daughters.
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Michael Borg

Michael Borg

Financial Planning Specialist

Qualifications

  • Series 6, 63 and 65 licensed

  • Life and Annuity, Variable Life and Annuity Licensed: SD

Roles & Responsibilities

  • B. A., Music, University of Northwestern, St. Paul, MN 2004
  • Diploma in General Bible, Association Free Lutheran Bible School, Plymouth, MN 2002
  • Abiding Savior Free Lutheran – Worship Leader, 2013-2025; Emmaus Lutheran Church – Worship Leader, 2004-2013
  • My beautiful wife Sarah and I focus our time and energy into raising the next generation. We have 1 boy and 5 girls who enjoy spending time together outside playing sports and on hikes and walks.
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