In 2020 James Zinke and Jon Peterson formed a team to improve the client experience during the various stages of the client and financial advisor  relationship.  Our mindset is to treat every client as our beloved family!

This is a picture of our office door. I invite you to come in and visit with us anytime and enjoy a cold or warm drink. Be prepared to work on your financial goals and objectives. Let us help you focus on the future dreams with the work we do together today.