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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What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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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