Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Stacey Fredrickson

CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Stacey Fredrickson Visit Stacey Fredrickson's website

Rory Peterson

CFP®, LUTCF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rory Peterson Visit Rory Peterson's website

Ben Huff

AAMS, APMA

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Ben Huff Visit Ben Huff's website

Dale Charley Salazar

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Dale Charley Salazar Visit Dale Charley Salazar's website

Jake Fredrickson

M Acc, CPA

Associate Financial Advisor

Certified Public Accountant
Learn more about Jake Fredrickson Visit Jake Fredrickson's website


Our team

Kina Kendall

Kina Kendall

Executive Assistant

Qualifications

  • Public Notary
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Alli Vandenakker

Alli Vandenakker

Executive Assistant

Kylie Madsen

Kylie Madsen

Assistant

Brooke Carlson

Brooke Carlson

Administrative Assistant

Brianne Rollins

Brianne Rollins

Administrative Assistant

Kathleen Bills

Kathleen Bills

Administrative Assistant

Virginia Bugh

Virginia Bugh

Administrative Assistant

Ruth Huff

Ruth Huff

Administrative Assistant