Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Awards & recognition

  • Matthew Tuttle, Five Star Wealth Manager, 2014-2022

Community participation

2021 National Day of Service
2021 National Day of Service

Like our clients, our team believes in family, friends and community. Here is a partial list of some of the community organizations we support:

  • Alzheimer's Association - MN Chapter
  • Children's Cancer Research Fund
  • Youth Performance Company
  • The AlS Association, MN/ND/SD Chapter
  • The Food Group