Associates
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Nathan Brusseau, MBA
Independent Financial Advisor
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Brian Connelly CFP®
Advisor and Partner
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Troy Friederichs
Vice President / Partner
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Barry Minsker CFP®
Advisor and Partner
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Abbey Neptune
VP of Client Operations
Advisors & Partners - Minnesota
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Martin Gorman, CPA
VP of Planning & Portfolio Management
Advisors & Partners - Minnesota
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Todd Terhorst, CFP®, AIF®, CLU, ChFC, AAMS, CEA, CRPC, CFEd, AWMA, CMFC, RICP
President and Managing Partner
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Pete Zvanovec, CFP®, CRPS®, BFATM, AIF®
Sr Partner & Sr Financial Advisor
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Jonathan "JR" Rice, RICP®, CRPC®, National Social Security Advisor Certificate Holder
Partner & Advisor
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Shannon Brusseau
Sr. Independent Financial Advisor and Partner
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Chris Beck, MBA
Director of Planning Services
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Derek Ready, CRPC®, APMA®, AIF®
Director of Client Advice & Planning
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Greg Bowar, ChFC®
Financial Advisor and Medicare Specialist
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Jeffrey Green, CFP®
Director of Retirement Income Planning
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Ken Loehlein
VP of Insurance and Retirement Planning
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Nick Loehlein
VP of Investment and Insurance Planning
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Bob Deters
Financial Advisor
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Christopher Lawes, CFP®, AIF®, CLU®
Sr. Partner & Financial Consultant
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Craig Senn
Financial Advisor
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Tim Johanson, CRPS®
Investment Advisory Representative
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Jon Halvorson, CFP
Financial Advisor
Directors & Supervision - Minnesota
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Shelly Slattery
VP of Compliance and Supervision
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Jennifer Nelson
Director of Client Services
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Lauren Gilbertson
Director of Operations
Support Staff - Minnesota
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Tracy Frieler
Executive Assistant
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Lisa Brusseau
Director of Operations and Client Services
Advisors & Partners - North Dakota - Bismarck
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Matt Puetz, CLU
Vice President and Partner
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Gary E. Berube
Vice President and Partner
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Steve Felchle
Financial Advisor
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Farrel Carlson
Vice President and Partner
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Doug Buehler, CFP, ChFC, CLU, MBA
Vice President and Partner
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Jameson Buehler, CFP
Financial Advisor
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Larry Souther
Vice President and Partner
Advisors & Partners - North Dakota - Fargo North
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Brad Novak
Vice President and Partner
Advisors & Partners - North Dakota - Fargo South
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Jeff Grewe
Sr Vice President and Partner
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Cynthia Fason
Sr Vice President and Partner
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Holly Gruba
Sr Vice President and Partner
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Trevor Anderson
Financial Advisor