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Relationships set our firm apart, both with our clients and among staff.

We were recently named  one of the Best Places to Work by the Minneapolis/Saint Paul Business Journal for companies between 25-49 employees for four years in a row. The expectations that we set for client care and team contribution are very high, and we believe those high standards have enabled us to assemble one of the finest groups of staff members in the country.

Depth & Breadth of Experience

Our staff members come from diverse areas of the wealth management world, and bring with them the insights earned in these various roles, including:

  • Public accounting
  • Estate planning law
  • Equity research
  • Investment banking
  • Mortgage origination
  • Charitable foundation investments
  • Commercial real estate
  • Commercial banking
  • Investment manager research

Clients are further served by a staff driven to continually expand the repertoire of leading practices and the latest planning techniques. Members of our experienced staff of professionals hold numerous certifications in the areas of financial planning, accounting, investment analysis, and insurance, and hold advanced degrees in fields including financial planning, business, taxation, and law.