Advising

Ty Bernicke, President & CEO, knew he wanted to be a financial advisor in fifth grade, when a friend’s dad came to class and explained

Dan Estenson, Lead Wealth Manager, started his career doing accounting and tax work, and the longer he did it, the more he found himself pulled

Annasia Ford-McCollum, Wealth Manager, was on her way to becoming a therapist when wealth management found her. She was pursuing a sociology degree, drawn to

Lindsey Hendrickson, Wealth Manager, grew up watching her father work in the financial industry, and what stayed with her wasn’t the technical side of the

Steve spent the first half of his career learning how markets work from the inside out, and as the Chief Investment Officer, is spending the

Mitch Vandenmeerendonk’s path to financial planning started with an Environmental Public Health degree from UW-Eau Claire, which is not the typical route, but it gave

Billy Peterson’s introduction to financial planning came in a high school personal finance class, and it stuck. He went on to study finance at the