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

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