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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.

  1. Discovery

    How did you get here? What did you work for? Tell us your whole story. Accomplishments. Disappointments. Future dreams.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Phil Burfeind

Trading Operations Specialist

Nick Foulks

Advisor & Director of Communications Strategy and Client Engagement

Nathan Geving

Visual Marketing Designer and Communications Associate

Samantha Gilgosch

Client Experience Associate

Justin Halverson, RICP®

Advisor, CCO & EVP of Wealth Management Strategies

Taylor Hegna, CFP®

RIA Operations Manager

Devon Johnson, CRPC®

Client Experience Advisor

Chris Kaufman CRPC®

Planning Advisor

Kersten Kohnen

HR & Team Development Specialist

Sarah Kaufman

Account Operations Specialist

Dana Johnston

Office Manager

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

Anna Olson

COO

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?

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