Our Professionals
Independent but Stronger Together.
We are thankful to have such inspired financial professionals. Each one carries a unique perspective, creating a diverse group of voices. We value our independence, but cherish the camaraderie woven through our network of talent.
Anne Clayton | CWS, ChFEBC
Investment Advisor Representative
Brian Dreier
Investment Advisor Representative
Jerry Dreier | CLU, ChFC
Investment Advisor Representative
Janet Fieldman | MBA, ChFEBC
Investment Advisor & Retirement Planner
Mike Giesing
Investment Advisor Representative
Joe Grojean | CLU, ChFC
Investment Advisor Representative
McKylie Hoff
Registered Administrative Assistant
Diana Johnston | ChFC, CASL, LUTCF, CLU
Financial Advisor/ Owner
Bobby Lombard
Investment Advisor Representative
Michelle Miller | RICP
Financial Advisor
Charles Nesser
Registered Administrative Assistant
Lisa Nesser | CFP, CRPC
Investment Advisor Representative
Mitch Piper | CLU, ChFC
Registered Prepresentative & Registered Investment Advisor
John Quintero
Investment Advisor Representative
Linda Skoglund | ChFC, CLU, LUTCF, RHU
President | Managing Partner
Doug Slinkman | CLU, ChFC
Registered Representative
Erin Tomlinson
Financial Advisor/ Retirement Plan Consultant
Jim Veenstra | ChFC, CLU
Registered Representative
Greg Wittland | CFP, ChFC, CPA
Investment Advisor Representative
Where Our Advisors Are Located
