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Select the advisor you would like to meet with to be taken to their appointment options. We offer complimentary initial consultations for prospective clients.

Szablis M. Klee

Personal Financial Advisor

Principal

Rochester, MN Office

Dana Grimsrud

Dana Grimsrud

Personal Financial Advisor


Rochester, MN Office

Perry L. Diede

Personal Financial Advisor

Certified Financial Planner™

Rochester, MN Office

Alex Stanton

Personal Financial Advisor

Rochester, MN Office

Eden Prairie, MN Office

Susan Stenzel

Personal Financial Advisor

Chartered Financial Consultant®

Rochester, MN Office

Michael J. Matuska

Personal Financial Advisor

Chartered Financial Consultant®

Mankato, MN Office

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Each decision you make has a ripple effect on your life and the lives of those you love.

Make Smart Decisions.

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