Paynesville Office                                  
203 Washburne Avenue                          
Paynesville, MN 56362
Phone: 320-243-3100                            
Fax: 320-243-3120                                 

Willmar Office
2100 19th Ave SW
Willmar, MN 56201

Phone: 320-235-7432
Fax: 320-243-3120


Mission, Vision and Values



Simplifying your financial life, allowing you to focus on what matters most.


To be most trusted for our service and integrity, knowledge and experience in wealth strategies.


A Foundation of Integrity

We have integrity and honesty in all of our relationships and will always strive to do what is right for our clients.

Flexibility and Adaptability

We understand and adapt to the changing and diverse needs of our clients. We have a passion to truly understand our clients' challenges, dynamics, and goals.

Friendliness and Relationships

We will provide respectful, ongoing communication and relationship oriented service to our clients.