Company

Our Team Partners


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

President, Financial Advisor 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
Nate Edie

Nate Edie

Financial Advisor

Registered Representatives

Dick Dineen

Dick Dineen

Financial Advisor
Mick Shonsey

Mick Shonsey

Financial Advisor
Kiffin Anderson

Kiffin Anderson

Financial Advisor
Dustin Johnson

Dustin Johnson

Financial Advisor
Cale Dineen

Cale Dineen

Financial Advisor
Dan Cullen

Dan Cullen

Financial Advisor
Jeffrey Lehnen

Jeffrey Lehnen

Registered Representative
Darin Duin

Darin Duin

Insurance Specialist
Donald E. Mundy

Donald E. Mundy

Financial Advisor - Succession Planning Coordinator
Josh Isherwood

Josh Isherwood

Registered Principal

Team Members

Alyssa Kozak

Alyssa Kozak

Administrative Assistant
Kathy Johansen

Kathy Johansen

Administrative Assistant

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