Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

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

Awards & recognition

  • Jordan C Beck, AdvisorHub 50 Advisors to Watch (under $1Bil), 2022

Community participation

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

  • Project Give - Menominee
  • The DAR Boys and Girls Club of Menominee
  • U.P. White Tails Association-Menominee River Org.
  • Drifa Brewing Company
  • Boy Scouts of America
  • Arbor Day Foundation
  • The Greater Marinette-Menominee YMCA