Our Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Florida
John Peak, Jr., CPA, PFS
Investment Advisor Representative
Mary Gibbons CPA
Investment Advisor Representative
Iowa
Andrew H. Susanin
Investment Advisor Representative
Ben A. Heckart
Investment Advisor Representative
Brian Vestal, CFP® ChFC, CLU
Investment Advisor Representative | Owner
David Suntken, CIMA
Investment Advisor Representative
Erin Roberts
Investment Advisor Representative
Jeff Gibbons
Investment Advisor Representative
Paul Katsion
Investment Advisor Representative
Ted Smith
Investment Advisor Representative
Tyler Bookin-Nosbisch, CFP®
Investment Advisor Representative
Zach Veenstra
Investment Advisor Representative
Minnesota
Jeff Stier, JD
Investment Advisor Representative
Nebraska
Nate Fichter
Investment Advisor Representative
Todd Adams
Investment Advisor Representative
South Dakota
Aaron Hanson
Investment Advisor Representative
Chris Hanson, AIF, LUTCF
Investment Advisor Representative | Owner
Dana Rausch AIF, LUTCF, JD
Investment Advisor Representative | Owner
Houstyn Heinz
Investment Advisor Representative | Certified Financial Planner
John Lund, CFP®
Investment Advisor Representative
Keaton Falk
Investment Advisor Representative
Laurie Ketterling
Investment Advisor Representative
Pat McCabe
Investment Advisor Representative
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.