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

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

Roger Hodnefield

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Roger Hodnefield Visit Roger Hodnefield's website

Debbie R Albert

CFP®, CRPC, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Debbie R Albert Visit Debbie R Albert's website

Jessica Foss

CFP®, BFA, CKA®, APMA

Financial Advisor

Learn more about Jessica Foss Visit Jessica Foss's website

Ethan Hodnefield

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
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

Jeffrey Risbrudt

APMA, CRPC

Financial Advisor

Learn more about Jeffrey Risbrudt Visit Jeffrey Risbrudt's website

Kyle Kerby

APMA, CRPC

Financial Advisor

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

Wyatt Holtz

APMA, CRPC, CMFA®

Financial Advisor

Learn more about Wyatt Holtz Visit Wyatt Holtz's website

JP Stender

CFP®

Financial Advisor

Learn more about JP Stender Visit JP Stender's website


Our team

Connie Berg

Connie Berg

Paraplanner

Qualifications

  • Series 7
  • Series 66
View more
Vonda Collette

Vonda Collette

Business Development Specialist

Nikki Gellner

Nikki Gellner

Operations Director

Candace Kostrzewski

Candace Kostrzewski

Executive Assistant

Linda Patch

Linda Patch

Executive Assistant

Amanda Pryor

Amanda Pryor

Executive Assistant,

Event Planner
Stacy Reese

Stacy Reese

Marketing Manager

Andrew Twedt

Andrew Twedt

Administrative Assistant

Tabatha Widner

Tabatha Widner

Business Development Director

Kimberly Young

Kimberly Young

Financial Planning Assistant

Elizabeth Zaccardi

Elizabeth Zaccardi

Financial Planning Assistant

Jeff Wegge

Jeff Wegge

Client Relationship Manager

Scott Boehning

Scott Boehning

Client Service Specialist