Associates

 
  • Todd Terhorst, CFP®, AIF®, CLU, ChFC, AAMS, CRPC, CFEd, AWMA, CMFC, RICP

    President and Managing Partner

  • Pete Zvanovec, CRPS®, BFA®

    VP of Client Planning Services

  • Jonathan "JR" Rice, RICP®, CRPC®

    Partner, Advisor & VP of Advisor Services

  • Chris Beck, MBA

    Director of Planning Services

  • Derek Ready, CRPC®, APMA®

    Director of Client Advice & Planning

  • Greg Bowar, ChFC®

    Financial Advisor and Medicare Specialist

  • Jeffrey Green, CFP®

    Director of Retirement Income Planning

  • Christopher MacLennan, JD, ChFC, CLU, CRPC, AWMA

    VP of Portfolio Management and Partner

  • Tim Johanson, CRPS®

    Investment Advisory Representative

  • Rod Anderson, AAMS®

    Investment Advisory Representative

  • Tom Oleksa, CLU®

    Financial Advisor

  • Jerry Miron

    Insurance Advisor

  • Shelly Slattery

    VP of Compliance and Supervision

  • Jennifer Nelson

    Director of Client Services

  • Lauren Gilbertson

    Director of Operations

  • Shannon Brusseau

    Sr. Independent Financial Advisor and Partner

  • Ken Loehlein

    VP of Insurance and Retirement Planning

  • Nick Loehlein

    VP of Investment and Insurance Planning

  • Lisa Brusseau

    Director of Operations and Client Services

  • Paula K. McCue

    Administrative Assistant

  • Bob Deters

    Financial Advisor

  • Bruce Meredith

    Advisor

  • Tracy Frieler

    Executive Assistant

  • Matt Puetz, CLU

    Vice President and Partner

  • Gary E. Berube

    Vice President and Partner

  • Bob Johnson, CFP, CLU, ChFC

    Vice President and Partner

  • Steve Felchle

    Financial Advisor

  • Farrel Carlson

    Vice President and Partner

  • Doug Buehler, CFP, ChFC, CLU, MBA

    Vice President and Partner

  • Larry Souther

    Vice President and Partner

  • Brad Novak

    Vice President and Partner

  • Mark Bibelheimer

    Sr Vice President and Partner

  • Jeff Grewe

    Sr Vice President and Partner

  • Cynthia Fason

    Sr Vice President and Partner

  • Arnold Ellingson, CLU

    Sr Vice President and Partner

  • Holly Gruba

    Sr Vice President and Partner

  • Trevor Anderson

    Financial Advisor

  • Becky Henderson

    Executive Assistant