We believe you should have a plan. However, having a plan is easier said than done, and that's why we work hard to earn our clients' trust by showcasing our experience, expertise, and approach.

We encourage our clients to embrace our vision of financial planning: Plan • Focus • Achieve. And we weave this through our specialty services of Investment Management, Retirement Planning, and Financial Education.

contact US

Tracey Simonson, CFP®
Sr. Financial Advisor
Direct: 651-462-7636

Shannon Prendergast
Client Service Manager
Direct: 651-462-7636

Main Office
First State Bank of Wyoming - Stacy Office
Fax: 651-462-0660

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
The Simonson Group is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of . No offers may be made or accepted from any resident outside the specific states referenced.

  Not FDIC Insured – No Bank Guarantee – May Lose Value

Royal Alliance does not offer tax or legal advice.