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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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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James Hegland
Wealth Management Advisor
Morgan Krakowski
Financial Associate
Anna Maxon
Director of Investment Operations
Amy Deshler
Chief Growth Officer
Joleen Hegland Mainz
Retired Partner / Speaker