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 Andrew Fober

Andrew Fober

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

Becky Foss

APMA

Financial Advisor

Learn more about Becky Foss
Advisor photo for Rae Dugan

Rae Dugan

Financial Advisor

Learn more about Rae Dugan


Our team

Michelle Kohagen

Michelle Kohagen

Operations Director

Nate Harban

Financial Planning Specialist

Joanna Meyeraan

Operations Specialist

Megan Wood

Administrative Assistant

Cameron Terry

Intern

Timothy Edson

Operations Specialist

Forest Hoff

Client Service Specialist