It’s 2008 and the stock market is going through a historic crash. What a time to leave a large Wirehouse Investment firm to start our own independent financial services business. We took this leap of faith because we felt strongly that in order to act in the best interest of our clients, we needed to be independent and not tied to a specific company or proprietary products. We haven’t looked back!
We developed a model in which we help our clients make important day to day financial decisions, oversee their family financial situation, and give strategic advice in an un-biased manor.
We offer a wide variety of services that we have broken down into 3 service categories, including Wealth Building, Wealth Management, and Retirement Income Strategies. See our “Service” tab for more detail of each category.
We get the question, “Who do we work with?” We realize that it’s hard to pick a Financial Advisor. If you’re looking for an Advisor in an expensive suit, uses fancy financial terms, and treats you more like a number than person, we’re not the firm for you.
“Small Firm Attention…..Big Firm Results!”
If you’re looking for qualified advisors to help you through the maze of financial uncertainties, with a personal touch, we might be a good fit.
We have had the pleasure to meet an amazing group of clients over the last 21 years. While every client is different and unique, there are strong similarities between them.
Meet our team
Chris is a registered representative of Cambridge Investment Research, Inc. and has been in the financial service industry since 2004. His goal is to help and reach as many people as possible. While having a strong local presence, he is continuing to grow Nationally and uses technology to work with his clients.
Virtual meetings, personal client websites, and screen sharing are some technologies he uses to add efficiencies to his client relationships. He has a bachelor of arts degree from University of Minnesota. He resides in Red Wing, MN with his wife Kristin, his 3 children: Isabella, Alexa, and Ryder. You can read more about his family and financial insights at his blog.