Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Brian Timmer

Brian Timmer

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Brian Timmer's website
Advisor photo for Austin Beaulier

Austin Beaulier

Financial Advisor

Visit Austin Beaulier's website
Advisor photo for Jody Tuinstra

Jody Tuinstra

Financial Advisor

Visit Jody Tuinstra's website


Team

June Timmer

June Timmer

Assistant

Reece Cole

Administrative Assistant