
Putting
people first.
Get to know our leadership team
Leadership at the Mankato office is dedicated to doing good for our clients, employees and community.

With our team approach and individualized planning, our mission is to create a financial plan to help you feel empowered to reach your goals. We open the funnel to educate and work with you to guarantee you will feel confident achieving your financial destination. We understand that life and circumstances change...
With our team approach and individualized planning, our mission is to create a financial plan to help you feel empowered to reach your goals. We open the funnel to educate and work with you to guarantee you will feel confident achieving your financial destination. We understand that life and circumstances change and that’s okay, we grow with you!

Maria Pinero
Director of Development
