Wealth Management Solutions

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

Team photo for Wealth Management Solutions
Team photo for Wealth Management Solutions

View Larger


Advisors

Brianne N Erickson

ChFC®, APMA, CLU®

Private Wealth Advisor

Chief Operating Officer of Wealth Management Solutions
Visit Brianne N Erickson's website

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

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

Aaron Wurm

CFP®, APMA

Financial Advisor

Visit Aaron Wurm's website

Mary P Thoen

CRPC, APMA

Financial Advisor

Visit Mary P Thoen's website

Sandra Jane Abild

Associate Financial Advisor

Practice Manager
Visit Sandra Jane Abild's website


Team

Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca works with each of our offices.

View more
Lexie Johnson

Lexie Johnson

Event Planner