Join Our Team

If you have a passion for helping people achieve their dreams through smart wealth management, consider joining our team. Because we’re an independent, fee-based firm and don’t work on commission, we share what we know and collaborate to offer the highest level of service to our clients.

We come from different places and backgrounds. We bring together our diverse experiences and financial expertise to provide thoughtful and far-reaching solutions.

With offices in St. Paul, Minnesota and Sacramento, California, we serve clients across the country. We look forward to coming to the office every day and finding ways to help our clients make the best financial decisions for themselves and those who depend on them.

If you’re interested in working with an energetic, knowledgeable, and dedicated team of wealth managers, we invite you to connect with us. We look forward to starting a conversation with you.