With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Nathan Raddatz

Nathan Raddatz

CFP®

Private Wealth Advisor

Learn more about Nathan Raddatz Visit Nathan Raddatz's website
Advisor photo for Aaron Hillmer

Aaron Hillmer

APMA

Financial Advisor

Learn more about Aaron Hillmer Visit Aaron Hillmer's website
Advisor photo for Cory Henschel

Cory Henschel

APMA

Financial Advisor

Learn more about Cory Henschel Visit Cory Henschel's website
Advisor photo for Joseph Jost

Joseph Jost

CFP®, CLTC®, APMA

Financial Advisor

Learn more about Joseph Jost Visit Joseph Jost's website


Our team

Nikki Sundsmo

Nikki Sundsmo

Financial Planning Specialist

Cristin Svatek

Cristin Svatek

Financial Planning Specialist

Shawnae Galien

Shawnae Galien

Financial Planning Specialist

Jena Hillmer

Jena Hillmer

Client Service Specialist

Diane Wallander

Diane Wallander

Office Manager

Malisha LeMay

Malisha LeMay

Client Service Specialist