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....
Jim was born and grew up in the suburban Chicago area before moving west in 1974. He graduated from Western Illinois University in 1974 with a Bachelor of Science degree in Geology after which he moved to Salt Lake City to further his...
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...
I am a recent graduate of South Dakota State University, with a Bachelors of Science in Communication Studies, a minor in Journalism (writing emphasis) and an Experiential Learning certificate. I may have graduated but my path to...