Putting
people first.
Get to know our leadership team
Leadership at the Grand Forks office is dedicated to doing good for our clients, employees and community.
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.
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.
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.
Marci Kloety
CLU®
Director of Development
