How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Brian Penner*
Licensed Medicare, Life Insurance Agent
James Wessels, CPA/PFS, CFA
Investment Committee Member
Jared Sutton, CFA, CFP®
Investment Committee Member*
Eric Johnson, JD*, CPA, CLU, ChFC
Trust, Estate, Business & Tax Planning**
Arild Holm, CFA
Investment Committee Member*
Matt Boehnke, CFP®
Director Of Financial Planning*
Andrew Jensen
Director of Risk Management*
Micaela Chase
Director of Client Operations*