Broker Check
Our Process

Our Process

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

Learn more
Our History

Our History

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

Learn more
Our Values

Our Values

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

Learn more
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.
Learn More
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn More
Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More

Meet The Team 

James Hegland

James Hegland

Wealth Management Advisor

Anna Maxon

Anna Maxon

Director of Investment Operations

Joleen  Hegland Mainz

Joleen Hegland Mainz

Retired Partner / Speaker

Amy Deshler

Amy Deshler

Chief Growth Officer

Morgan Krakowski

Morgan Krakowski

Financial Associate

LET'S GET CONNECTED

Thank you!
Oops!