Company

Our Team Partners

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Jerry Tagge, CLU & ChFC

Executive VP and Partner

Scott Norvell, CFS

Managing Executive and Partner

Monte Peterson, AIF

President, Financial Advisor and Partner

Chad Peterson

Executive VP of Marketing and Partner

Adam Bailey

Executive VP and Partner

Larry Pence, CFS

Executive VP

Nate Edie

Financial Advisor

Registered Representatives

Dick Dineen

Financial Advisor

Mick Shonsey

Financial Advisor

Kiffin Anderson

Financial Advisor

Dustin Johnson

Financial Advisor

Cale Dineen

Financial Advisor

Dan Cullen

Financial Advisor

Jeffrey Lehnen

Registered Representative

Darin Duin

Insurance Specialist

Donald E. Mundy

Financial Advisor - Succession Planning Coordinator

Josh Isherwood

Registered Principal

Team Members

Alyssa Kozak

Administrative Assistant

Kathy Johansen

Administrative Assistant