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.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

The Basics of Medicare

The Basics of Medicare

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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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