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.

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Our advisors

Mark Presteng

CFP®, BFA, ChFC®, CLTC®, APMA®, CKA®

Private Wealth Advisor

Learn more about Mark Presteng Visit Mark Presteng's website

Amber Meyer

CFP®, APMA®

Financial Advisor

Learn more about Amber Meyer Visit Amber Meyer's website

Paul D Hensrud

CFP®, APMA®, CKA®, CEPA®, CSRIC®

Financial Advisor

Learn more about Paul D Hensrud Visit Paul D Hensrud's website

Jessica Foss

CFP®, BFA, CKA®, APMA®

Financial Advisor

Learn more about Jessica Foss Visit Jessica Foss's website

Ethan Hodnefield

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Ethan Hodnefield Visit Ethan Hodnefield's website

Tim Fugleberg

CFP®, APMA®, CRPC

Financial Advisor

Learn more about Tim Fugleberg Visit Tim Fugleberg's website

Kyle Kerby

CFP®, APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Kerby Visit Kyle Kerby's website

Wyatt Holtz

CRPC, CMFA®

Financial Advisor

Learn more about Wyatt Holtz Visit Wyatt Holtz's website

JP Stender

CFP®, APMA®, CKA®

Financial Advisor

Learn more about JP Stender Visit JP Stender's website


Our team

Amanda Pryor

Amanda Pryor

Paraplanner

Carol Stender

Carol Stender

Client Service Specialist

Candace Kostrzewski

Candace Kostrzewski

Executive Assistant

Elizabeth Zaccardi

Elizabeth Zaccardi

Financial Planning Assistant

John Hoplin

John Hoplin

Client Service Specialist

Katelyn Stauffenecker

Katelyn Stauffenecker

Executive Assistant

Qualifications

  • MN & ND Life Insurance Licensed

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Kimberly Young

Kimberly Young

Financial Planning Assistant

Linda Patch

Linda Patch

Executive Assistant

Nikki Gellner

Nikki Gellner

Operations Director

Stacy Reese

Stacy Reese

Marketing Manager

Tabatha Widner

Tabatha Widner

Business Development Director