The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Joshua De Bilzan

Joshua De Bilzan

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

BA, Finance, University of St. Thomas, St. Paul, MN

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Jeffrey D Angel

Jeffrey D Angel

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

University of Minnesota, BS Economics, Minneapolis, Minnesota

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Our Staff

Jen Pratt

Jen Pratt

Client Service Coordinator

Ellen Norkol

Ellen Norkol

Client Service Coordinator

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Roles & Responsibilities

  • Ellen's responsibilities within the team are to help clients with their service and administrative needs and to provide practice management support.