Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies

Community participation

Adopt-A-Street Sign on Blue Gentian in Eagan
Adopt-A-Street Sign on Blue Gentian in Eagan

If you or someone you know is interested in volunteering with us, please email Linnea at or call 651.256.6006.

  • Feed My Starving Children - Eagan, MN
  • City of Eagan’s Adopt-A-Street - Blue Gentian
  • The Open Door - Eagan, MN - March Food Drive
  • Neighbors, Inc. - St. Paul, MN - Adopt-A-Family

Next Steps

Please call 651.265.6006 or email Ryan at today if you would like to schedule a complimentary call or meeting to discover more about us and learn how we can help you work towards your financial goals.