CEO, CFO, CCO, Registered
Principal
Registered Client Associate
651-400-1697
Registered Client Associate
651-400-1692
Registered Representative
651-400-1667
Assistant to Kerry Schmitz
651-400-1698
System Admin, Data Operations
651-400-1719
Administrative Assistant
651-400-1111
Admin, Operations Associate
651-400-1731
Director of Compliance
651-400-1699
Accounts Payable, Receivable
651-400-1669

About Us

--Since 1995, our financial advisors and staff have been committed to providing professional, personalized and responsive financial services.
--We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement. 
--We pride ourselves in providing reliable customer service our clients have come to expect and depend on. Our growth is defined by the number of satisfied clients we serve. We continue to invest in our people and our technology to better serve our clients’ needs. 
--We do not have minimums; we are delighted to partner with hardworking individuals committed to their financial wellbeing.
Whether you are a participant in a 401k Plan that needs help understanding your investment options or an individual looking for personal financial planning, we can help. 
--We are independent.  We believe financial advisors serve clients best when they do not have biases, product preferences, or sales quotas. They should be free to provide virtually any financial product or service that is appropriate.  We believe you can best achieve your vision with an independent advisor.
--Our greatest compliment is receiving a referral.  We love to serve multi-generational families in the management of their wealth.