Wealth Management Solutions

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Gregory M Thoen

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website
Randy Kramer

Randy Kramer

CFP®, ChFC®, CLU®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Randy Kramer's website
James Surdy

James Surdy

CFP®, ChFC®, APMA®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Surdy's website
Toby Hovelsrud

Toby Hovelsrud

APMA®, ChFC®

Financial Advisor

Investment Specialist
Visit Toby Hovelsrud's website
Heather L Nelson

Heather L Nelson

APMA®

Financial Advisor

Visit Heather L Nelson's website
Eric Thronson

Eric Thronson

APMA®

Financial Advisor

Visit Eric Thronson's website

Team

Amanda Sayles

Amanda Sayles

Business Development Manager

Allison Bates

Allison Bates

Client Service Specialist

Abby Heimer

Abby Heimer

Marketing Manager

Taylor Maxfield

Taylor Maxfield

Office Manager