Putting
people first.
Get to know our leadership team
Leadership at the Fargo office is dedicated to doing good for our clients, employees and community.
Derrick Dinger
Managing Partner
Financial planning doesn't need to be overwhelming! My team & I work with professionals and business owners on plan creation that mitigates risk, saves money tax efficiently, and wealth preservation. Our goal is to reduce financial planning stress so you can focus on what matters most to you.
My mission is to create a life long impact on the people around me by doing the right thing. I work in a way that helps my clients to live their lives without stress as well as enhancing the generational value of their families.
Kristen Dinger
Chief Financial Officer
My team and I create a financial plan for everyone we work with to ensure they know where they want to be and how they are tracking towards their goals. We take a look in to all relevant aspects of their financial needs to make sure they are in good financial health, versus just focusing on one aspect of financial...
My team and I create a financial plan for everyone we work with to ensure they know where they want to be and how they are tracking towards their goals. We take a look in to all relevant aspects of their financial needs to make sure they are in good financial health, versus just focusing on one aspect of financial planning like investments or insurance.
After attending UND, my wife and I have made Grand Forks our permanent home. We have two kids and a Great Dane. My objective is to build a long-lasting relationship that has your and your family's best interest at the forefront of every financial plan. The goal is to manage wealth and save tax-efficiently while...
After attending UND, my wife and I have made Grand Forks our permanent home. We have two kids and a Great Dane. My objective is to build a long-lasting relationship that has your and your family's best interest at the forefront of every financial plan. The goal is to manage wealth and save tax-efficiently while protecting and mitigating the risks that comes along with everyday life.