Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

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

Awards & recognition

  • TruStone Wealth Management, Ameriprise Client Experience Award, 2021-2022

Community participation

Grand Forks Chamber of Commerce; GF Women Leadership Coop – Debbie Albert

Rotary International – Roger Hodnefield

Lifecare Medical Center Board Member; Blessed Sacrament Pastoral Council; Greenbush Area Community Fund; Women of Today - Greenbush Chapter - Jess Foss

Roseau School Board – Clerk/Board Member; Rose Free Lutheran Church, Deacon – Tim Fugleberg

Polar Communications – Chairman; North Dakota Telephone Company – Board Member/Secretary/Treasurer – Amber Meyer

Triumph Lutheran Brethren Church -Admin and Finance Committee - Jeff Risbrudt

Riverside Christain School Board Member; Children's Evangelism Fellowship Board Member - Paul Hensrud

Our photos

1 albums
close