Who we are

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Associate Financial Advisor Jacob D Runck

Jacob D Runck

Associate Financial Advisor

507-625-9400

Photo of Paraplanning Associate and Investment Services Kyle Douglas Liebl

Kyle Douglas Liebl

Paraplanning Associate and Investment Services

507-625-9400

Photo of Client Relations Manager Anna Olson

Anna Olson

Client Relations Manager

Photo of Insurance Specialist Megan Lee Illies

Megan Lee Illies

Insurance Specialist

507-625-9400

Network of Specialists

We complement each other's strengths, solve problems together, and celebrate our successes as a team. With shared insights and support, we navigate challenges and grow both personally and professionally. This partnership is built on trust, mutual respect, and a shared commitment to achieving our goals. With a joint work partner, you're never alone on the journey to success.

Photo of Financial Advisor Jake Umbreit

Jake Umbreit

Financial Advisor

507-401-2747

Photo of Financial Advisor Ben Bartusek

Ben Bartusek

ChFC®, CFP®, CLU®

Financial Advisor

507-509-2907

We are here to be a GPS on your journey of life helping to guide you and advocate for your financial future so that you can live your most meaningful life. Our ideal clientele is pre-retirees who seek tax efficiency & preserve legacy, and emerging affluent professionals who are forward thinkers valuing freedom. Our brand is built on achieving dreams relentlessly with wisdom & authenticity.