We provide quality service to our clients best by continual advancement of our knowledge and experience through education, application, training and review. We will retain the confidence and trust of our clients through our total commitment to honesty and integrity in every aspect of our relationships. We encourage and support pursuit of advanced degrees to best serve our clients.
CLU®, CFP®, ChFC®
Founding Partner
FLMI
Partner
AEP®, CWPA®, CFP®, ChFC®, CLU®
Partner
Associate
Director of Operations
Director of Marketing
3600 Minnesota Drive, Suite 100
Edina, MN 55435