Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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On a personal note, Robert enjoys being outside, traveling the world and spending time with his friends & family. Robert coaches volleyball in his free time.
On a personal note, Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.
On a personal note, in Joe’s free time, he turns to the outdoors as he enjoys spending time at the lake and getting together with friends and family. Joe considers himself one of the biggest Minnesota Timberwolves fans.
On a personal note, April enjoys spending time with her husband and treasures any time spent with her four adult children. April enjoys traveling, reading and playing pickleball.
On a personal note, Garrett enjoys spending time with his wife, Jen and two daughters, Ave (4) and Emma (3) at their home in Lakeville. Garrett looks forward to summers at the lake, Minnesota sports, staying active which typically includes grilling and anything his daughters are in to.
On a personal note, in Dennis' free time he enjoys golfing, traveling to various tropical destinations and frequenting many major sporting events.
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