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:
We also can answer your questions, including:
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.
“I really enjoy meeting with people and helping them with tax and financial planning.”Tim has been in the accounting field since 1991, and passed the CPA exam in 1997. He became a broker with Avantax in 2001. (read more)
“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 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)
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 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 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 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 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 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...
Ryan graduated from Southwest Minnesota State University with a Bachelor of Science Degree in Business Administration, and graduated from the University of Minnesota with a Bachelor of Science Degree in Accounting. Prior to obtaining...
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...