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Our Process

Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tips to convert term life insurance to whole life insurance

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change
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Couples: How to choose between 2 insurance plans

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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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Meet The Team 

James Hegland

James Hegland

Wealth Management Advisor

Morgan Krakowski

Morgan Krakowski

Financial Associate

Anna Maxon

Anna Maxon

Director of Investment Operations

Amy Deshler

Amy Deshler

Chief Growth Officer

Joleen  Hegland Mainz

Joleen Hegland Mainz

Retired Partner / Speaker

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