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

Craig Hanson

Craig Hanson

Private Wealth Advisor

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Designations

ChFC®, CMFC®, CLTC®, RICP®

Top Areas of Focus

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

Education

University of Minnesota Bachelor of Science
CA Insurance #0D94605

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Moriah Cody

Moriah Cody

Financial Advisor

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Designations

CLTC®, RICP®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

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Lynn Konsela

Lynn Konsela

Associate Financial Advisor

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Designations

BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

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