Our Qualifications

We have been working with individuals and families in the Minneapolis-Saint Paul area for over 20 years.

Each of our agents has extensive personal and professional experience.

Each of our agents are Certified Financial Planners® which means they have had extensive course work and must continue to keep up with changes in the industry.  In addition, all CFP® planners agree to adhere to a rigorous code of ethics that puts the interests of the client first.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.