GUIDANCE AT EVERY STEP℠
Meet Our Team
Relationship-focused approach. VIP level service. Holistic financial insight.
We focus on developing a tailored financial plan, one that will not only meet you where you are, but is also forward looking as you progress through life stages. For some, that means the freedom to work (or not). For others, that means achieving big goals. Or it could mean designing a life around your higher purpose.
No matter what your long-term vision is, we’re here to support you in building a financial game plan that uses your finances as a way to fuel your passion.
Our Advisors
Our Support Staff
Financial Planning Team
Medicare Supplement Team
Employee Benefits
Insurance Team
Through our relationship with North Star Resource Group (NSRG), we're affiliated with Cetera Trust. With their support we have access to the Cetera Investment Management Team and advanced planning attorneys. Services offered:
Trustee Services
We offer trust management and estate administration services to support custodial agency accounts, investment management accounts and customized asset management for individuals or trust accounts, irrevocable Life Insurance Trusts (ILITs) and more.
Investment Resource Group
The Cetera Investment Management Team offers portfolio consulting, investment due diligence resources and investment education support through our eight chartered financial analysts (CFA®)
Advanced Planning Attorneys
From today’s vision to tomorrow’s legacy-- expert, credentialed trust officers available to help carry out your vision through advanced planning attorneys with an average of 20 years of experience.
Purpose. Vision. Intention.
If you’re looking for a financial team driven by the same values you are, let’s chat.