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.

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

How Income Taxes Work

How Income Taxes Work

And the Executor Is

And the Executor Is

The Financial Literacy Crisis

The Financial Literacy Crisis

Contact Us

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

Rachel Burks & Shannon Lewandoski

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

Joe Heitkamp & Todd Gentry

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

Nick Dragan & Valerie Baker

Contact this Team

Let's Connect.

Thank you!
Oops!