Todd Terhorst, CFP®, AIF®, CLU, ChFC, AAMS, CRPC, CFEd, AWMA, CMFC, RICP
President and Managing Partner
Pete Zvanovec, CFP®, CRPS®, BFA™, AIF®, CPWA®
Sr Partner & Financial Advisor
Christopher Lawes, CFP®, CLU®, CPFA®, AIF®
Sr. Partner & Financial Consultant
Jonathan "JR" Rice, RICP®, CRPC®, National Social Security Advisor
Senior Partner & Financial Advisor
Martin F. Gorman, CPA, CEPA®, CPWA®
Partner & Wealth Advisor
Chris Beck, MBA
Director of Portfolio Management and Partner
Derek Ready, CPWA®, CRPC®, APMA®, AIF®
Director of Client Advice & Planning
Greg Bowar, ChFC®
Financial Advisor and Medicare Specialist
Robert Starkey
Partner & Financial Advisor
Jeffrey Green, CFP®
Director of Retirement Income Planning
Matt Christensen
Financial Advisor
Craig Senn
Financial Advisor
Tim Johanson, CRPS®
Investment Advisory Representative
Shelly Slattery
VP of Compliance and Supervision
Lauren Gilbertson
Director of Client Services
Abbey Neptune
VP of Client Operations
Jon Halvorson, CFP
Financial Advisor
Bob Deters
Financial Advisor
Tracy Frieler
Executive Assistant -Office Manager
Brian Connelly, CFP®
Advisor and Partner
Ken Loehlein
VP of Insurance and Retirement Planning
Barry Minsker, CFP®
Advisor and Partner
Beau Janousek
Wealth Management Advisor
Nick Loehlein
VP of Investment and Insurance Planning
Shannon Brusseau
Independent Financial Advisor and Partner
Nathan Brusseau, MBA, BFA™
Independent Financial Advisor
Lisa Brusseau
Director of Operations and Client Services
Gary E. Berube
Vice President and Partner
Doug Buehler, CFP, ChFC, CLU, MBA
Executive Vice President Private Client Services - Bismarck
Jameson Buehler, CFP
Financial Advisor
Farrel Carlson
Vice President and Partner
Matt Puetz, CLU
Vice President and Partner
Steve Felchle
Financial Advisor
Troy Friedrichs
Vice President / Partner
Connor Puetz
Financial Advisor
Cynthia Fason
Sr Vice President and Partner
Jeff Grewe
Sr Vice President and Partner
Brad Novak
Vice President and Partner
Trevor Anderson
Vice President / Partner
Holly Gruba
Vice President / Partner
Troy Friedrichs
Vice President / Partner