Company

Our Team Partners


Nate Edie

Nate Edie

Financial Advisor
Jerry Tagge, CLU & ChFC

Jerry Tagge, CLU & ChFC

Executive VP and Partner
Scott Norvell, CFS

Scott Norvell, CFS

Managing Executive and Partner
Monte Peterson, AIF

Monte Peterson, AIF

Executive VP and Partner
Chad Peterson

Chad Peterson

Executive VP of Marketing and Partner
Adam Bailey

Adam Bailey

Executive VP and Partner
Larry Pence, CFS

Larry Pence, CFS

Executive VP

Registered Representatives

Donald E. Mundy

Donald E. Mundy

Financial Advisor - Succession Planning Coordinator
Dustin Johnson

Dustin Johnson

Registered Representative
Jeffrey Lehnen

Jeffrey Lehnen

Registered Representative
Kiffin Anderson

Kiffin Anderson

Financial Advisor
Darin Duin

Darin Duin

Agent
Clint J. Eikmeier, CPA

Clint J. Eikmeier, CPA

Financial Advisor
Dick Dineen

Dick Dineen

Financial Advisor
Mick Shonsey

Mick Shonsey

Financial Advisor
Garrett D. York

Garrett D. York

Registered Principal

Team Members

Kathy Johansen

Kathy Johansen

Administrative Assistant
Charlene Wilhelmi

Charlene Wilhelmi

Administrative Assistant
Cale Dineen

Cale Dineen

Administrative Assistant

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