952-641-7595
Wealth Advisor - CFP®
Investment Operations Analyst - CFP®
Wealth Advisor - CFP®, CTP®
Director of Investment Management - CFP®
Wealth Advisor - CFP®, EA
Senior Client Service Associate, Director of Compliance
CEO
Director of Operations
Wealth Advisor - CFP®, CMFA®
Client Service Associate
Senior Client Service Associate
Senior Paraplanner - FPQP©
Paraplanner - FPQP®