Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Stacey Fredrickson

Stacey Fredrickson

CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Stacey Fredrickson Visit Stacey Fredrickson's website
Advisor photo for Rory Peterson

Rory Peterson

CFP®, CRPC, LUTCF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rory Peterson Visit Rory Peterson's website
Advisor photo for Ben Huff

Ben Huff

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Ben Huff Visit Ben Huff's website
Advisor photo for Brian Walker

Brian Walker

CFP®, CLU®, ChFC®, LUTCF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Walker Visit Brian Walker's website
Advisor photo for Dale Charley Salazar

Dale Charley Salazar

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Dale Charley Salazar Visit Dale Charley Salazar's website


Our team

Kina Kendall

Kina Kendall

Executive Assistant

Qualifications

  • Public Notary
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Alli Vandenakker

Alli Vandenakker

Executive Assistant

Kylie Madsen

Kylie Madsen

Assistant

Brooke Carlson

Brooke Carlson

Administrative Assistant

Brianne Rollins

Brianne Rollins

Administrative Assistant