Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Couples: How to choose between 2 insurance plans
Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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James Hegland
Wealth Management Advisor
Anna Maxon
Director of Investment Operations
Nic Bauer
Financial Associate
Joleen Hegland Mainz
Retired Partner / Speaker
Amy Deshler
Chief Growth Officer
Morgan Krakowski
Executive Assistant