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.
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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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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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