Get to know my dedicated team

As a Financial Advisor, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business.

Together, Dawn Bolstad, Megan Thacker and I stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Photo of Dawn Bolstad

Dawn Bolstad

Photo of Joe Beltz

Joe Beltz

Get to know my dedicated team

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 Relationship Coordinator Dawn Bolstad

Dawn Bolstad

Relationship Coordinator

Dawn joined our team in 2022.  She has years of experience in management and business development.  Most importantly, she is a joy to work with and brings a plethora of skills to our organization.  If you have any questions, you can reach Dawn on a direct line @ 815-209-0153