Support from a team of trusted advisors

As a teenager, Ken learned from his father how to navigate the wilderness on long canoe trips through the Boundary Waters in northern Minnesota. On one trip, a sudden storm brought large, potentially life-threatening waves, but thanks to the preparations taught by his father – how to lash canoes and read the shoreline – Ken and his party sailed to safety, even singing along the way.

Just like those wilderness trips, life can bring unexpected storms and challenging times in market. The trick to navigating successfully isn’t luck, it’s preparation.

Here, we believe that when you have a sound financial plan in place – one that encompasses every piece of your life – you can feel confident to continue moving toward what matters most to you. We have the experience, and the expansive capabilities offered through Raymond James, to help you face the complexities relating to your financial picture.

Paula Lundberg (far left in the team photo above, retired) faithfully served so many of our clients for 30 years. She knows their stories and the sound of their voices – we wish her well in retirement and she still asks about so many of you. Unlike so many firms, the longevity of our team members is proof we enjoy our work and the people we serve and have a culture worth keeping and rewarding.