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Enhancing, managing, preserving and passing on your wealth. These are important to you and as such, they demand a plan that reflects your needs, goals and values in every way. We follow a client-centered philosophy and process, helping you plan for the future. Contact us today. 

City / Area State Contact
Alexandria MN Ruth Molloy, Wealth Advisor 320-762-4703
Bismarck ND Jesse Sailer, Wealth Advisor
Brainerd MN Kurt Hunstiger, Wealth Advisor
Fargo ND Jess Helvik, Wealth Advisor
Fargo ND Marit Haman, Private Banker 701-492-2630
Fargo  ND Lorelle Olson, Private Banker 701-492-2607
Fargo ND Mona Tedford, Wealth Advisor 701-492-2632
Grand Fork ND Sadie Ripley, Private Banker 701-795-4502
Grand Forks ND Daniel Schmidt, Wealth Advisor 701-795-4556
Grand Forks ND Carol Svendson, Wealth Advisor 701-795-4559
Grand Forks ND Brice Welch, Wealth Advisor 701-795-4582
LaCrosse WI Dyanne Brudos, Private Banker  608-791-5626
Mankato  MN Bruce Kinsella, Wealth Advisor 507-386-2200
Mankato  MN Jamison Peterson, Private Banker 507-386-2210
Minot ND Allan McGeough, Wealth Advisor 701-857-6241
Marshall MN Michelle Full, Wealth Advisor 507-537-0204
Marshall MN Colette Tubbs, Wealth Advisor 507-537-0203
Marshall MN Beth Ritter, Wealth Advisor 507-537-0232
Minneapolis / St. Paul  MN Stephanie Adams, Private Banker 612-373-4240
Minneapolis / St. Paul MN Kyle Fagerland, Wealth Advisor 612-373-4255
Minneapolis / St. Paul MN Patrick Garay-Heelan, Wealth Advisor
Minneapolis / St. Paul MN Peter Jandric, Wealth Advisor
Minneapolis / St. Paul MN Joe Kaufman, Private Banker 651-726-6025
Minneapolis / St. Paul MN Janet Klein, Private Banker 612-373-4244
Minneapolis / St. Paul MN Julie McDonough, Private Banker 612-373-4254
Minneapolis/ St. Paul MN Carol Peterson, Private Banker 651-726-6049
Minneapolis / St. Paul MN Randy Propp, Wealth Advisor
Rochester MN Jody Chambers, Private Banker 507-424-5490
Rochester MN Darcy Elmer, Wealth Advisor
Rochester MN Kelly Engler, Wealth Advisor 507-424-5488
Rochester MN Danae Gaio, Private Banker 507-424-5487
Rochester MN Tammy Pfeffer, Private Banker 507-424-5495 
St. Cloud MN Keith Finstad, Wealth Advisor
St. Cloud MN Kurt Hunstiger, Wealth Advisor  320-656-7169
St. Cloud MN Patricia Molitor, Private Banker 320-656-3305
St. Cloud MN Jennifer Schwieters, Wealth Advisor
St. Cloud MN Sharon Salzl, Private Banker 320-255-7183
St. Cloud MN Susan Voeltz, Wealth Advisor
Willmar MN Jeff Schultz, Wealth Advisor 320-231-8126
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