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 Alan Ayers

Alan Ayers

MBA

Financial Advisor

Business Financial Advisor
Learn more about Alan Ayers Visit Alan Ayers'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
View more
Alli Vandenakker

Alli Vandenakker

Executive Assistant

Kylie Madsen

Kylie Madsen

Assistant

Brooke Carlson

Brooke Carlson

Administrative Assistant

Brianne Rollins

Brianne Rollins

Administrative Assistant