Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Tom Manderfeld

Tom Manderfeld

BFA, APMA®

Financial Advisor

Learn more about Tom Manderfeld
Advisor photo for Lance Strom

Lance Strom

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lance Strom
Advisor photo for Royal Jaros

Royal Jaros

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Royal Jaros
Advisor photo for Alison Doyle

Alison Doyle

CFP®, APMA®

Financial Advisor

Learn more about Alison Doyle
Advisor photo for Andrew Ferguson

Andrew Ferguson

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Andrew Ferguson

Austin J Bock

CFP®, APMA®

Financial Advisor

Learn more about Austin J Bock
Advisor photo for Ben Klaers

Ben Klaers

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Ben Klaers

Glen Hemann

CFP®

Financial Advisor

Learn more about Glen Hemann

LeAnn M Grover

CFP®

Financial Advisor

Learn more about LeAnn M Grover

Morgan P Jaros

BFA, APMA®

Financial Advisor

Learn more about Morgan P Jaros
Advisor photo for Sean G Donnelly

Sean G Donnelly

APMA®

Financial Advisor

Learn more about Sean G Donnelly


Our team

Emily Ost

Emily Ost

Operations Director

Qualifications

  • St. Catherine University - B.S. Marketing & Management
  • FINRA Series 7 & 63 Licenses
  • Minnesota State Insurance License
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Emily manages daily money movement, as well as personnel, and ensures we are functioning within compliance as a practice.
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Katie Flood

Katie Flood

Financial Planning Assistant

Qualifications

  • Winona State University - B.S. Elementary Education

  • Minnesota State Insurance License

  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Katie is the primary service specialist working with Royal, Austin, and Morgan, providing service to clients, and collaborating to deliver comprehensive financial advice.
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Ngoc Thai

Ngoc Thai

Financial Planning Analyst

Qualifications

  • Macalester College - B.A. Biology
  • FINRA Series 7 & 66 Licenses
  • Minnesota State Insurance License
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Ngoc is the primary analyst working with Ben, providing service to clients, and collaborating to deliver comprehensive financial advice.
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Shaquan Hadley

Shaquan Hadley

Client Service Coordinator

Qualifications

  • Minnesota State University, Mankato - B.A. Marketing

  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Shaquan is the primary service specialist working with Ben, providing service to clients, and collaborating to deliver comprehensive financial advice.
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Asma Meneese

Asma Meneese

Client Service Coordinator

Alvin Zavadil

Client Service Coordinator

Arin Dahl

Financial Planning Assistant