Meet the Team
Our mission is to provide our clients with sound financial advice, backed by our focus on global investing and our high level of personalized service. Our guiding principles are trust, competence, integrity, professionalism and confidentiality.
We listen to our client's needs, wants, dreams, and goals, and then our registered financial professionals customize a financial strategy that will help our clients pursue their short-term and long-term financial goals.
In today's changing economic environment, we deliver honest, independent, responsible advice using periodic financial reviews.
Paul Wilson
CERTIFIED FINANCIAL PLANNER® Professional
952-405-6005
Paul began his career at a major Church Pension and Benefits Plan after studying Liberal Arts at the University of Wisconsin-Madison. Paul was with this group for more than a decade before becoming a Financial Adviser in the late 90's....
Alyson Whalen
Chief Operations Officer
952-405-6005
Alyson joined the team in March 2013. Alyson brings several years of valuable experience in financial services. She earned a B.S. in Business Administration and Finance from the University of Nebraska-Lincoln. She has worked with...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.