Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Patrick Haspert

Patrick Haspert

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Patrick Haspert
Advisor photo for Marcus Hubers

Marcus Hubers

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Marcus Hubers
Advisor photo for Christopher J Pidel

Christopher J Pidel

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher J Pidel
Advisor photo for Robert Joseph Arnoldy

Robert Joseph Arnoldy

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Joseph Arnoldy
Advisor photo for Scott Stensrud

Scott Stensrud

CRPC, CRPS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Stensrud


Our team

Lisa Karnowski

Lisa Karnowski

Client Relationship Manager

Paul Atchison

Paul Atchison

Investment Manager

Angela Josephs

Angela Josephs

Client Service Specialist

Karen Elowson

Karen Elowson

Client Relationship Manager

Sarah Amundson

Sarah Amundson

Client Service Specialist