Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mitchell J. Thompson, CFP®, CDFA®, ChSNC®
President
(952) 222-3930
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors...
Mark W. Rekow
Client Navigator
Mark is a CERTIFIED FINANCIAL PLANNER™ professional. His passion is helping clients successfully navigate life’s challenges while pursuing the goals they have established. He and his wife and daughter live in Montevideo....
Melanie A. Gades
Financial Service Associate
Melanie is a financial service associate. She provides internal administrative support and client management and attends to the company’s day-to-day operations. With over 20 years of financial and client services expertise,...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.