Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance

Community participation

  • Tom & Reed are members of the Elk River Chamber of Commerce
  • Tom & Dan are members of the Milaca Chamber of Commerce
  • Staff volunteers at CAER Food Shelf
  • Reed is a member of Ducks Unlimited
  • Tom serves on Elk River Youth Baseball Board
  • Rachel serves on the Elk River Youth Volleyball Board