Relationship Builder & Resident Popcorn Enthusiast

Tom brings a heart for service and a work ethic forged in the world of hospitality. He’ll never turn down a bowl of popcorn (even if it’s burnt), and he has a deep appreciation for meaningful lyrics and meaningful conversations. Family is everything to Tom, and the way he shows up for his own is the same way he shows up for others—with care, consistency, and a genuine desire to walk alongside you.

Strategic Thinker & Texan-Turned-Minnesotan

Originally from the Lone Star State, Matt has embraced Minnesota life like a true local—yes, even the winters. He enjoys spending time outdoors, whether it’s chasing after his two daughters, sneaking in a round of golf, or going for walks with his wife, Mariah. They also love connecting with friends and making the most of Minnesota’s seasons. Whether he’s helping clients protect what matters most or solving complex financial puzzles, Matt brings clarity, care, and a calm presence to every conversation.

Community Connector & Chaos Coordinator

Born and raised in Fergus Falls, Rena has deep roots and a love for the place she’s always called home. With a background in nonprofits and years of service in county government, she brings creativity, compassion, and a deep understanding of community. Rena is passionate about taking care of the people in this area—whether through her work or simply showing up where she’s needed. Married to Glen and mom to three girls, her off-hours are filled with hockey games, time at the lake, and the beautiful blur of family life.

Grace Under Pressure

Heather is the calming glue that holds our team together—and with five kids, she’s got plenty of practice. Whether she’s solving problems or simply offering a listening ear, Heather brings steadiness, grace, and a quiet strength to everything she does. When she’s not caring for others, you’ll find her in her happy place: sitting on the front porch with husband Joel, soaking in a rare moment of peace.

Purpose-Driven Planner & Part-Time Ranch Hand

Taylor believes the best financial guidance starts with listening, understanding each client's goals, and building trusted relationships that stand the test of time. As a husband, father of three, and someone deeply rooted in faith and family, Taylor understands the importance of protecting what you've worked hard to build. When he's not serving clients, you'll likely find him chasing his three kids, cruising on his motorcycle, or taking a completely unnecessary—but highly enjoyable—lap around the ranch on a tractor.