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."
Brendan Sullivan Partner, Advisor to the CEO
“Helping my clients keep their promises to themselves, their family, and their community, is the most rewarding aspect of our relationship.”