Plan Well. Live Well. 

As a team of dedicated, compassionate advisors, we believe in one simple philosophy: Plan Well, Live Well. Our mission is to help individuals and families capitalize on their passions in the present while also planning for their needs in the future.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Medicare vs. Medicaid

Medicare vs. Medicaid

Perception vs. Reality

Perception vs. Reality

A House Divided

A House Divided

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<strong>Rachel Burks &#38; Shannon Lewandoski</strong>

Rachel Burks & Shannon Lewandoski

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<strong>Joe Heitkamp &#38; Todd Gentry</strong>

Joe Heitkamp & Todd Gentry

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<strong>Nick Dragan &#38; Valerie Baker</strong>

Nick Dragan & Valerie Baker

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