Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

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

Paraplanner