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 Karolin Lex

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

Client Service Specialist,

Financial Planning Specialist
Justin Adams

Justin Adams

Financial Planning Specialist,

Client Service Specialist