Cowell Financial
David T. Cowell
Wealth Management Advisor|CFP®, AEP®, CLU®, ChFC®, RICP®
Get to know our dedicated team
We are committed to offering exceptional customer service to our clients and I cannot do that alone. We have a wonderful and talented team. They are an extension of me and are here to help you. Please let us know how we can help you.
Hannah M Bengtson
CLU®, ChFC®, RICP®
Director of Insurance and Investment Operations
Amanda J Mortenson
Director of Client Relations
Catherine M Cowell
Marketing Coordinator
Michael A. Baker
CFA®, CAIA
Director of Investments
Erik J. Pedersen
Investment Associate
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Craig M Volk
RICP®
Wealth Management Advisor
In a world of financial uncertainty, Stone Arch Advisory Group will help you secure the retirement you envision. Our team will create a custom retirement income plan that addresses your impending shift in focus from growing your money, to making it last for the rest of your life (and beyond).
Thomas J. Patnode
QPFC
Intersect Financial is a Wealth Management organization which provides comprehensive financial security planning to individuals, families, and businesses. We are committed to serving our clients throughout their lifetime as they create their financial legacies. Our knowledge, creative thinking and deliberate accountability helps us to establish trust and a unique sense of financial peace.
Get a financial plan that prioritizes your priorities.
We take the time to listen to what is important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, we will tailor your financial plan to fit your priorities and goals. From planning to implementation, our recommendations always follow a fiduciary standard, so we act in your best interests. We will be transparent about what our planning services will, and will not include, so you will know exactly what you are getting upfront. And when it comes to the cost of our services, we will let you know upfront about that, too.
Here's how I’ll build your personalized plan:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.