Pete Kramer

Since becoming a Wealth Management Advisor in 2000, Pete’s purpose has been simple…to help clients plan, and to be their financial advocate. It is a collaborative effort with his clients to set goals, prioritize, educate, and develop straight-forward action items to develop their own personal financial plan and grow their wealth. Life doesn’t always go as expected; so, with Pete’s continued guidance and support on strategies, saving, investing, and distributing into retirement, his clients feel confident in having a solid planning foundation and peace of mind when making their financial decisions.

Pete is a graduate of the University of Minnesota-Duluth with a Bachelor of Business Administration degree and has earned the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Wealth Management Certified Professional (WMCP®), the Chartered Life Underwriter (CLU®), and the Chartered Advisor for Senior Living (CASL®) designations.

Nathan is a graduate of Jamestown College with degrees in Accounting, Financial Planning, and Marketing. He joined our team March 2013 and has earned both the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Life Underwriter (CLU®) designation.

Nathan plays an integral role in our planning process and helps our clients:

• By developing comprehensive personalized financial plans to help meet their financial goals.

• With management of portfolio construction and monitoring of our advisory models.

• With Retirement Income Distribution planning.

• With his extensive knowledge and adoption of the current financial climate as it applies clients' financial decisions, including Social Security, capital markets, and tax legislation.

• With strategic portfolio management including investment trading, re-balancing, cash reserve, and replenishment.

• By advising on asset allocations and re-balancing of 529 Plans and external accounts such as 401(k) Plans.

By joining the team in 2008, Cherie could assist in managing the practice and provide their family with a healthy work and family balance, which is so important to both Pete and Cherie. Outside of work, Cherie enjoys family time, traveling, and getting outdoors as much as possible, hiking, biking, skiing, rollerblading, and paddle boarding.

Cherie is a graduate of the University of Minnesota-Duluth with a Bachelor of Business Administration degree in Marketing, a minor in Accounting, and has an extensive background in business, marketing, and special events.

Cherie’s responsibilities include client relations, marketing, and operations, and helps our clients:

• With all Insurance related concerns including applications, underwriting, servicing, and premium billing.

• With technology and website navigation for online access to all policies and investment accounts.