Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Dave Edelman
Financial Advisor
David L. Murdock
Financial Advisor
Jeff Stohr
Financial Advisor
Randall W. Thiel
Financial Advisor
651-789-7977
Ellie Meenan
Registered Administrative Office Manager
651-787-7979
Grant Prader
Registered Financial Services Specialist
651-321-7946
Grant is a recent graduate from the University of Minnesota Duluth Campus. He majored in business and looks forward to learning the industry and servicing our clients.