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

Andrew Fober

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Andrew Fober

Stephanie Arensdorf

CFP®, BFA, CRPC, ADPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Stephanie Arensdorf

Angela Thoren

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Angela Thoren

Becky Foss

APMA

Financial Advisor

Learn more about Becky Foss

Nate Harban

Financial Advisor

Learn more about Nate Harban

Rae Dugan

Financial Advisor

Learn more about Rae Dugan


Our team

Michelle Kohagen

Michelle Kohagen

Operations Director

Joanna Meyeraan

Joanna Meyeraan

Marketing Specialist

Megan Klemp

Megan Klemp

Administrative Assistant

Cameron Terry

Cameron Terry

Paraplanner

Timothy Edson

Timothy Edson

Operations Specialist

Austin Betts

Austin Betts

Intern