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Our advisors can meet with you online anywhere! We offer complimentary initial consultations for prospective clients.

Dana Grimsrud

Dana Grimsrud

Personal Financial Advisor


Rochester, MN Office


Szablis M. Klee

Personal Financial Advisor

Principal

Rochester, MN Office


Michael J. Matuska

Personal Financial Advisor

Chartered Financial Consultant®

Mankato, MN Office
Rochester, MN Office

Susan Stenzel

Personal Financial Advisor

Chartered Financial Consultant®

Rochester, MN Office

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Each decision you make has a ripple effect on your life and the lives of those you love.

Make Smart Decisions.

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