Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Peter Helland, Financial Advisor serving the Zumbrota, MN area - Ameriprise Advisors

Peter Helland

Financial Advisor

Learn more about Peter Helland Visit Peter Helland's website
Karolin Lex, Private Wealth Advisor serving the Zumbrota, MN area - Ameriprise Advisors

Karolin Lex

CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Karolin Lex Visit Karolin Lex's website

Our team

Deborah Walstad

Deborah Walstad

Operations Manager,

Client Service Specialist
Adam Hunt

Adam Hunt

Financial Planning Specialist,

Client Service Specialist
Justin Adams

Justin Adams

Financial Planning Specialist,

Client Service Specialist