ABOUT US
Our focus is on building personal relationships through portfolio customization for each and every client.
Tom Kerins
President
Chief Economist
Deb Hendrickson
Vice President
Wealth Advisor
Todd Darnold, PhD
Wealth Advisor
Meagan Hassebrock
Wealth Advisor
Deb Koch
Wealth Management Operations
Jackie Pfannenstiel
Client Relations Coordinator
QUOTES FROM OUR FOUNDERS
CUSTOMIZED PORTFOLIOS
We partner with our clients through all of life's occasions to determine the appropriate investment strategy to meet your objectives. Each portfolio is comprised of an individualized investment approach built upon extensive research and a strong knowledge base of global markets, economics, and tax strategy awareness.
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We are here for you. It is our desire and fiduciary responsibility to put your needs first and act in your best interest.
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Funding Retirement
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Estate Transitions
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Job Transitions
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College Funding
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Large Life Purchases
OCCASIONS
FOUNDING PRINCIPLES
TRUST
Acting in the Client's Best Interest
INTEGRITY
Building Strong Foundations
FAITH
Guiding Compass
TRANSPARENCY
Managing Wealth with an emphasis on prioritizing Client Communications