Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Eric E. Johnson, JD, CPA, CLU, CHFC
Director of Business Services
Matt Boehnke, CFP
Director of Financial Planning
Andrew Jensen
Risk Management Relationship Manager
Clark Buss
Managing Director of Practice Management
Micaela Chase
Director of Client Operations
Kim Pegg
Operations Associate
Angelina Dietz
Field Supervisor
Cindy Vandenburg
Senior Insurance Solutions Specialist
Jim Wessels
Certified Public Accountant
Julie Jones
Senior Relationship Manager
Rhoda Viktora
Advisor Services Associate
Sam Zoske
Director of Expansion & M&A
Sasha Festini
Administrative Assistant
Zachary Bushbaum
Asset Management Associate
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.