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.
LPL Financial Planner
Jeff graduated with honors from Augustana College in Sioux Falls, SD. He earned a Bachelor of Arts Degree in both Business Administration and Spanish. Courses of focus included Advanced Finance, Statistics and Bi-Lingual Communication....
Financial Planning Assistant
Nate grew up in a small farming community near Alton, Iowa. He went to South Dakota State University and graduated with a Bachelor of Science in Economics with a Minor in Accounting. Nate is married to Maggie and the couple live in...
Kristen loved growing up in Spearfish. After high school, she took a gap year attending University of the Nations six month program called Discipleship Training School (DTS). She spent three months in Lausanne, Switzerland and three...