Learn more about who we are as individuals and how our collective experience works for you.
“Our clients’ financial lives are highly complex. I love that we work hand-in-hand with them to help simplify those lives and secure their futures.”
Joel S. Petersen Managing Partner
"I am grateful to have had a long career in finance where the journey of helping clients through thick and thin is incredibly fulfilling."
Christine A Trostle Partner, Senior Relationship Manager
"The very best part of my job is knowing that I am helping clients make an impact within their families, their communities, and for future generations."
Tera L. Probst Partner, Chief Investment Officer
"I don’t just like what I do, I love what I do-Supporting Independent Advisors and my Partners in all operational facets as they work closely with clients helping them navigate various and often times complex aspects of life and wealth."