MISSION STATEMENT

  • Offer a comprehensive approach to financial planning and knowledgeable financial advice.
  • Provide client centric guidance in a long term financial planning relationship.
  • Treat clients respectfully and responsively.
  • Work collaboratively with other financial professionals in order to benefit clients’ specific needs.
  • Be clients “go-to” resource for financial planning and investment advisory services.

Our advisors

Reese J Lang

Reese J Lang

CFS®, MBA, ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Reese J Lang Visit Reese J Lang's website
Sarah Houser

Sarah Houser

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sarah Houser Visit Sarah Houser's website
Steven N Brandt

Steven N Brandt

CFP®, CIMA®, CLU®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven N Brandt Visit Steven N Brandt's website

Our team

John R. Hinz, CLU<sup>®</sup>, ChFC<sup>®</sup>

John R. Hinz, CLU®, ChFC®

Client Relationship Manager,

Chartered Financial Consultant®

Personal Intro

Education: Drake University – BS, Finance & Economics

John started investing at 10 years old and in high school worked with his father, a district manager for IDS, who he joined after graduation. After 18 years in corporate, he joined the field as a district manager, branch manager, and since solely as a financial advisor. John enjoys spending time with his wife, Linda, and two adult children at his MN and AZ homes.

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Liz Larson

Liz Larson

Practice Manager,

Client Relationship Manager

Personal Intro

Education: University of Minnesota, Minneapolis – Bachelor of Science

Liz has been with Ameriprise since 2010 and joined the team in 2014. She enjoys the opportunity to work with clients on a personal level and provide them dedicated service and support. She is married to Jonathan and they have one daughter, Sophia. She enjoys spending time with family and friends along with exercising, cooking and gardening.

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Abby Olson

Abby Olson

Client Service Specialist

Personal Intro

Education: University of Nebraska-Lincoln – BS, Business Administration

Abby joined the team in February 2019 subsequently finalized her Bachelor’s degree. She enjoys working with the team to provide excellent client service. Abby and her husband, Jared, love going out to the movies, visiting museums, and exploring the Mall of America. They are hoping to add a puppy to their family in the coming years.

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Mia Berry

Mia Berry

Client Service Specialist

Personal Intro

Education: BS in Marketing & Specialization in Professional Selling

Mia joined our team in July of 2019, after finishing her Bachelor’s degree. She is joining our team with a customer-service background and looks forward to continue working with the team in providing great service to every client. In her spare time, she enjoys painting, cooking, and spending time with friends and family.

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Chase Albrecht

Chase Albrecht

Client Service Specialist