Our Team


Terry Lewis Headshot
Joshua Batalden Headshot
Ethan
Courtney Ruiz Headshot

Terry K. Lewis,

CLU®, CFP®, ChFC®

Founding Partner

Joshua Batalden,

FLMI

Partner

Ethan L. Anderson,

AEP®, CWPA®, CFP®, ChFC®, CLU®

Partner

Courtney Ruiz

Associate


Amy Dufresne Headshot
Maggie Kase Headshot


Amy Dufresne

Director of Operations

Maggie Kase

Director of Marketing



OUR LOCATION


3600 Minnesota Drive, Suite 100
Edina, MN 55435


GET IN TOUCH


Office: (952) 897-5011
Fax: (952) 897-5007