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Meet The Minnesota Team

Plymouth Office

3020 Harbor Lane North
Plymouth, MN 55447
Phone: (763) 541-8400
Fax: (763) 541-8404
Mon-Thu: 8:30 AM - 4:30 PM
Fri: 8:30 AM - 3:00 PM

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St. Paul Office

332 Minnesota Street Suite W2350
St. Paul, MN 55101
Phone: (651) 233-2437
Fax: (651) 222-2987
Mon-Fri: 8:00 AM - 5:00 PM

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Our Services

Our team specializes in comprehensive financial planning and tax-smart investing. Since 1989, we’ve worked with individuals, families, and businesses of all shapes and sizes, delivering personalized financial advice and exceptional client service. 

Financial Planning

Investment Management

Insurance Planning

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