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

Erik Rosvold

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Erik Rosvold Visit Erik Rosvold's website


Our team

Alaina Klingenberg

Alaina Klingenberg

Paraplanner

Qualifications

  • Bachelor's Degree from the University of MN Twin Cities

  • FINRA - SIE, Series 7, 66

  • Life, Health and Variable Annuity License

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Friedrich Rohlfing

Friedrich Rohlfing

Client Service Specialist