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About Us

We are located in Bloomington. Some of the cities we proudly serve include: Lakeville, Northfield, Farmington, Prior Lake, Chaska, Burnsville, Eagan, Bloomington Edina, Eden Prairie, Minneapolis, St Paul, Woodbury, Cottage Grove, Hastings and many more in and around the Twin Cities area. We also serve clients in outstate Minnesota and Western Wisconsin.

Over the years, we’ve found that an individual approach is the best method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our firm.

No one solution fits everyone, which is why every client gets our undivided attention—from the initial planning strategies through on-going servicing of accounts. We take a proactive approach to helping you develop a strategy to address four financial goals and objectives.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.