Meet Our Team.

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

"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