With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Matthew Carrier

Matthew Carrier

CFP®, ChFC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Carrier
Advisor photo for Kelsey Varty

Kelsey Varty

BFA

Financial Advisor

Insurance Specialist
Learn more about Kelsey Varty
Advisor photo for Matthew Hayden

Matthew Hayden

APMA

Financial Advisor

Learn more about Matthew Hayden


Our team

Emily Dennis

Emily Dennis

Financial Planning Specialist

Personal Intro

Married, dog mom of three, love to travel & read books.

Qualifications

  • (AAS) Associates of Applied Science in Business; Marketing, Management & Sales
  • (BS) Bachelor of Science in Project Management
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Isabel VanWatermulen

Isabel VanWatermulen

Executive Assistant

Personal Intro

I grew up in rural New York Mills, MN. I enjoy being outdoors, whether it's four-wheeling, taking the dog to the lake or camping. I also enjoy spending time with family and friends.

Qualifications

  • I'm on track to graduate from M-State May 2024 with an Associates in Business and Accounting.

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