Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Insurance
  • Charitable Giving

Awards & recognition

  • Hinterland Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Hinterland Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Jordan C Beck, AdvisorHub Advisors to Watch (under $1Bil), 2022

Community participation

Hinterland Advisors loves to support its local charities along with a few national favorites. Take a look below & see if you share some of the same interests.

  • The DAR Boys and Girls Club of Menominee
  • Community Foundation of Marquette County
  • Boy Scouts of America
  • Arbor Day Foundation

Honored to be recognized in Forbes

All of us at Hinterland Advisors are honored to share that our team was included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-team financial goals - And we're proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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