Guided by Light, Grounded in Purpose
"Your word is a lamp to my feet and a light to my path." — Psalm 119:105
At the heart of our practice is a team committed to walking alongside you with wisdom, integrity, and care. Just as a lamp lights the next step on a path, we’re here to help you navigate life’s financial journey—one decision at a time—with clarity and confidence.
We bring together a blend of experience, specialized knowledge, and a shared passion for service. Each member of our team plays a vital role in supporting your goals:
- Financial Planning & Strategy - We help you create a personalized roadmap that reflects your values—whether you're preparing for retirement, managing a life transition, or building long-term wealth. Our goal is to help you pursue your lifelong dreams—while supporting the people and causes you care about most.
- Investment Management - With a focus on purposeful investing, we guide you in making informed decisions that align with your risk tolerance and long-term vision.
- Tax-Aware Planning - We work to minimize tax burdens and maximize efficiency, so more of your resources go toward what matters most.
- Protection & Legacy Planning - From insurance to estate strategies, we help safeguard your loved ones and the legacy you hope to leave.
But beyond the services we offer, what truly sets us apart is our commitment to relationships. Financial planning is deeply personal, and we take the time to understand your story, your values, and your vision for the future.
You’ll find us not only in the office, but also in the community—coaching youth sports, attending school events, volunteering, and worshiping alongside our neighbors. These connections remind us daily why we do what we do: to serve with purpose and help others live generously and confidently.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Fergus Falls Office
- Phone:
- 218-998-2723