The Team

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Our Advisors

Eric Johnson

Eric Johnson

Financial Advisor

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Designations

BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management

Education

St. Olaf College, BA 1994, University of MN at Mankato, College of Business, Financial Planning Certification Program 2002

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Vance Lahey

Vance Lahey

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies

Education

Bachelor of Science: Family and Consumer Economics, Kansas State University, 2002
CA Insurance #0E47954 AR License #7368139

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Our Staff

Melissa LeGrand

Melissa LeGrand

Practice Manager

Client Relationship Specialist
Kelley Rolfsen

Kelley Rolfsen

Administrative Assistant

Kimberly Combs

Kimberly Combs

Administrative Assistant