Team profile


Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

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

  • Members of the Elk River Chamber of Commerce
  • Members of the Princeton Chamber of Commerce
  • Staff volunteers at CAER Food Shelf
  • Reed is a member of Ducks Unlimited
  • Tom serves on the ERHS Girls Hockey Booster Club