Broker Check

CREATING A FINANCIAL PLAN MAKES SENSE FOR EVERYONE

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

No single strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you!

OUR TEAM

Lynn Carver-Quinn

Lynn Carver-Quinn

Client Services Associate

651-462-7636

651-462-0660

Monica Kittel

Monica Kittel

Client Services Associate

651-462-7636

651-462-0660

Pam Rickard

Pam Rickard

Marketing & Communications Coordinator

651-462-7636

651-462-0660