With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
As Operations Director, I not only work with clients to provide them with the services and support that they may need but I also work with all 11 of our offices to provide operational support and service. I work directly with our offices to make sure that together, we are providing our clients with the highest quality of financial wellness. My home office is Austin, MN
Becca works with each of our offices.
Brenda is based out of our Northfield office location.
Accredited Portfolio Management Advisor (APMA™)
Hope works out of our Austin, MN office
Jeff works in our Pipestone, MN location.
Jessica works out of our Austin, MN office
Sara is based out of our Northfield office location.
Taylor is based out of our Austin office location.
Tonya works out of our Belle Plaine office location.
Quinn works in our Mankato, MN office
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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