Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Tax Planning Strategies
  • Investments
  • Insurance

Community participation

Making a meaningful and positive impact for those in need is a big part of our team values. Throughout the year, our advisors and staff connect with local and global non-profits to spend our time, energy, and resources towards making a difference.

  • Feed My Starving Children
  • Leukemia & Lymphoma Society
  • Gillette Children's Hospital
  • Open Arms of Minnesota
  • JustUs Health