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.


Our advisors

Advisor photo for Andrew Fober

Andrew Fober

MSFP, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Andrew Fober
Advisor photo for Stephanie Arensdorf

Stephanie Arensdorf

CFP®, BFA, CRPC, ADPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Stephanie Arensdorf
Advisor photo for Angela Thoren

Angela Thoren

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Angela Thoren
Advisor photo for Cameron Terry

Cameron Terry

APMA®

Financial Advisor

Learn more about Cameron Terry
Advisor photo for Matthew Halverson

Matthew Halverson

CFP®, BFA, APMA®

Financial Advisor

Learn more about Matthew Halverson
Advisor photo for Nate Harban

Nate Harban

CFP®

Financial Advisor

Learn more about Nate Harban
Advisor photo for Rae Briney

Rae Briney

Financial Advisor

Learn more about Rae Briney


Our team

Michelle Kohagen

Michelle Kohagen

Operations Director

Megan Klemp

Megan Klemp

Marketing Specialist

Timothy Edson

Timothy Edson

Operations Specialist

Austin Betts

Austin Betts

Intern

Cheyenne Stuart

Cheyenne Stuart

Administrative Assistant

Ethan Halverson

Ethan Halverson

Intern

Matthew Schecklman

Matthew Schecklman

Intern