Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Plan Distribution
  • Charitable Giving
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Family Finances
  • Estate Planning Strategies
  • Insurance

Community participation

Fellowship of Christian Athletes Board Member - Paul Hensrud

Lifecare Medical Center Board of Directors - Jessica Foss

Blessed Sacrament Pastoral Council - Jessica Foss

Greenbush Area Community Fund - Jessica Foss

Women of Today - Greenbush Chapter - Jessica Foss

Unity Medical Center Foundation Board of Directors - Vonda Collette

Kiwanis Club International - Roger Hodnefield, Mark Presteng

Grafton Area Chamber of Commerce

Bethel Free Lutheran Church Board Member - Mark Presteng

Grafton Youth Hockey Board Member - Mark Presteng

Harvest Auction UMC Foundation - Grafton team