Our process of creating a solid financial plan is the foundation to living greatly.
Awareness and evaluation of financial assets are the beginning. Your team of individual professionals that analyze, advise, and serve you on all aspects of your wealth is paramount for delivering smart financial alignment to realize your future goals.

Our process of creating a solid financial plan is the foundation to living greatly.
Awareness and evaluation of financial assets are the beginning. Your team of individual professionals that analyze, advise, and serve you on all aspects of your wealth is paramount for delivering smart financial alignment to realize your future goals.
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Discovery
How did you get here? What did you work for? Tell us your whole story. Accomplishments. Disappointments. Future dreams.
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Plan Analysis
Building off our discovery and after analyzing your financial position, we create a year-by-year projection supported by customized strategies of reaching your “next chapter” goals.
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Blueprint
By placing your existing portfolio side-by-side your newly developed plan will show how the vision of your future is easily realized including complete transparency of our fee structure.
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Engagement
By placing your existing portfolio side-by-side your newly developed plan will show how the vision of your future is easily realized including complete transparency of our fee structure.
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Strategy
Your client servicing team will help get your accounts set up, funded, and assist with any ongoing needs relative to your portfolio. As needed, reviews will be initiated to make sure you’re living greatly and pivot as needs arise.
Our Team.

Justin Arfsten
Advisor

Maya Arseneau
Executive Assistant

Jacob Barr, CFP®, CRPC®
Advisor

Barry Bigelow
Advising Team Lead

Nick Foulks
Advisor & Director of Communications Strategy and Client Engagement

Samantha Gilgosch
Client Experience Advisor

Nathan Geving
Visual Marketing Designer and Communications Associate

Justin Halverson, RICP®
Advisor, CCO & EVP of Wealth Management Strategies

Taylor Hegna, CFP®
Wealth Management Team & RIA Operations Manager

Devon Johnson, CRPC®
Planning Advisor

Dana Johnston
Office Manager

Chris Kaufman CRPC®
Planning Advisor

Karanveer Nagpal
Planning Advisor

Kersten Kohnen
HR & Team Development Specialist

Sarah Kaufman
Account Operations Specialist

Nicholas Podkopacz
Finance and Accounting Specialist

Mandy Kuehn
Portfolio Administrator

Elijah Kovar
Advisor & Director of Team Development

Joshua Legband, CRPC®, RICP®
Advisor

Conor Manning, RICP®
Advisor

Dan Molenaar
Advisor

Robert Muehlbauer
Marketing Data Analyst

Michael Palumbo
CEO

Lindsey Riess
Internal Operations Manager

Amy Scanlon
Office Manager

Matthew Schwartz, CFP®, CRPC®
Advisor & Planning Strategist

Chris Sietstra
Director of Finance

Zoey Siddons
Community Engagement Coordinator

Risa Steiger
Wealth Management Operations Manager

Ethan Stone
Account Administration Advisor

Nicholas Folstad
Client Experience Advisor

Laura Quam
Office Manager

Joseph Turner
Planning Advisor

Mike Hagen
Advisor

Lexey Westlund
Community Engagement Strategist

Isiah Smith
Technology Developer

Michael Swanson
Account & Portfolio Administration Associate

Timothy LoStracco
Planning Advisor

Alexander Eisch
Trader

Alex Carlson
Client Experience Advisor
Have a Question?
Do you have specific questions about your next phase in life? How can we help?