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.
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Sara is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Sara is based out of our Northfield office location.
Tonya is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Tonya works out of our Belle Plaine office location.
Amanda is a part of the Accounting and Human Resources team. This team manages our practice’s financial operations and personnel needs, including bookkeeping, payroll, hiring and employee support, ensuring our practice runs smoothly. Amanda works out of our Austin, MN location.
Becca is our lead marketer. The marketing team is responsible for strategizing, developing and executing marketing initiatives, collaborating with all locations to manage branding, client communications, event planning and community outreach.
Brenda is on the Financial Planning Support team; they focus on maintaining and tracking financial plans. They assist advisors by managing documentation and ensuring clients’ financial plans stay on course. Brenda is based out of our Northfield office location.
Hope is a part of our Accounting and Human Resources team. This team manages our practice’s financial operations and personnel needs, including bookkeeping, payroll, hiring and employee support, ensuring our practice runs smoothly. Hope works out of our Austin, MN location.
Jessica is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Jessica works out of our Austin and Owatonna office locations.
Lexie serves as the event planner on the marketing team, bringing organization and a personal touch to every client event. She thoughtfully designs events that reflect the values of the practice and strengthen connections with clients. Lexie heps turn ideas into meaningful moments that leave a lasting impression.
Taylor is on the Financial Planning Support team; they focus on maintaining and tracking financial plans. They assist advisors by managing documentation and ensuring clients’ financial plans stay on course. Taylor is based out of our Austin office location.
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