Ready to Meet?
Our advisors can meet with you online anywhere.
We offer complimentary initial consultations for prospective clients.
Dana Grimsrud
Personal Financial Advisor
Rochester, MN Office
Szablis M. Klee
Personal Financial Advisor
Principal
Rochester, MN Office
North Loop - Appointment Only Office
Michael J. Matuska
Personal Financial Advisor
Chartered Financial Consultant®
Mankato, MN Office
Rochester, MN Office
Ben Trenary
Associate Financial Planner
Rochester, MN Office
North Loop - Appointment Only Office
Prefer to Call?
Call us at 1.800.323.9171 and our friendly staff will be happy to help you get scheduled.