Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Colin Shaughnessy

Colin Shaughnessy

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Colin Shaughnessy


Our team

Kelly Jenne

Kelly Jenne

Operations Manager

Qualifications

  • Bachelor of Arts - University of South Dakota

Roles & Responsibilities

  • Buisness processing and tracking, client meeting preparation, marketing, assist with scheduling and various projects.
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Sam Martin

Sam Martin

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