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.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

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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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