Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Thomas “Chip” Anderson, CFP®
Owner
(320) 864-5884
“I enjoy the relationship aspect of the business. Each situation is unique and deserves a unique solution. My passion is helping people understand insurance and investment concepts..." (read more)
Mona Platt, CPA
Owner
(952) 467-2647
Mona joined the firm in 2008. She is a Certified Public Accountant and a member of the Minnesota Society of Certified Public Accountants and the American Institute of Certified Public Accountants. (read more)
Cindy Lilienthal
(320) 864-5884
Vickie Henke
(320) 864-5884
Adam Solseth, CPA
Owner
(952) 467-2647
Adam joined the firm in November of 2018. He earned his Minnesota CPA certification in 2010. He graduated from St Mary's University in Winona with a Bachelor of Arts degree in Accounting, and graduated from the University of St. Thomas...
Cindy Fermanich
Enrolled Agent
(952) 467-2647
Cindy grew up on a dairy farm in Wisconsin. She graduated from the University of Wisconsin La Crosse with a Bachelor degree in Finance. Cindy worked in the accounting field for 5 years then stopped to raise a family. She started...
David Heine
CFP
(952) 467-2647
David began in the financial services industry in 2012 after graduating Cum Laude from Minnesota State University, Mankato with a Bachelor of Science degree in Financial Planning & Insurance. Initially, he provided investments and...
Krianna Boelke
(952) 467-2647
Krianna joined the team in December of 2018. She graduated from Northwestern College in Orange City Iowa in May of 2018. There she obtained her Bachelors of Arts of degree in Business Administration with an emphasis in Marketing and...
Mariah Schroader
CPA
(507) 964-5666
Mariah joined the firm in 2018. She graduated from the University of Minnesota-Duluth in 2013 with a Bachelor of Accounting, Bachelor of Business Administration with a concentration in Finance, and a minor in Financial Planning. Mariah...
Mark Gness
Enrolled Agent
(320) 864-5884
Mark has been helping folks with their personal taxes since assisting his step‐dad with his tax clients at the age of 14. After attaining a Bachelor’s Degree in Accounting at Northern Vermont University in Lyndonville, VT, he...
Kelly Weidendorf
(320) 864-5884
Kelly joined the team in January of 2021. She graduated from Minnesota State University, Mankato in 2011 with a Bachelor’s of Science in Accounting and a minor in Business Administration. Kelly works out of the Glencoe office...