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.
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Amanda is a part of the Accounting and Human Resources team. This team manages our practice’s financial operations and personnel needs, including bookkeeping, payroll, hiring and employee support, ensuring our practice runs smoothly. Amanda works out of our Austin, MN location.
Becca is our lead marketer. The marketing team is responsible for strategizing, developing and executing marketing initiatives, collaborating with all locations to manage branding, client communications, event planning and community outreach.
Brenda is on the Financial Planning Support team; they focus on maintaining and tracking financial plans. They assist advisors by managing documentation and ensuring clients’ financial plans stay on course. Brenda is based out of our Northfield office location.
Accredited Portfolio Management Advisor (APMA™)
Hope is a part of our Accounting and Human Resources team. This team manages our practice’s financial operations and personnel needs, including bookkeeping, payroll, hiring and employee support, ensuring our practice runs smoothly. Hope works out of our Austin, MN location.
Jeff works in our Pipestone, MN location.
Jessica is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Jessica works out of our Austin and Owatonna office locations.
Lexie serves as the event planner on the marketing team, bringing creating organization and a personal touch to every client event. She thoughtfully designs events that reflect the values of the practice and strengthen connections with clients. Lexie heps turn ideas into meaningful moments that leave a lasting impression.
Sara is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Sara is based out of our Northfield office location.
Taylor is on the Financial Planning Support team; they focus on maintaining and tracking financial plans. They assist advisors by managing documentation and ensuring clients’ financial plans stay on course. Taylor is based out of our Austin office location.
Tonya is on the Business Processing team. They handle a wide variety of business tasks from new account applications to managing transfers and estate settlements. They ensure all financial transactions are processed accurately and efficiently. Tonya works out of our Belle Plaine office location.
Tonya severs as the Office Manager at the Austin, MN location, keeping daily operations running smoothly, ensuring every client experience is seamless and welcoming. With a strong background in office administration and client service, Tonya oversees communications and office coordination, supporting both the advisory team and the clients they serve. Tonya plays a key role in created efficient, client-focused enviornment.
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