Our mission

Our mission is to provide exceptional, personalized, wealth planning and investment advice to affluent individuals, families and institutions. 

We value relationships, collaboration, integrity, accountability and excellence. We build close, lasting relationships with our clients and help them to achieve their life goals. 

Karl Lambert, CAIA®, CFA, JD

Senior Vice President - Financial Advisor

612-371-2886
Email |

Mike J Dickson

Senior Vice President - Financial Advisor - ABD

612-371-7796
Email |

William Bard, ChFC®, JD

Senior Vice President - Financial Advisor, Consulting Group

612-371-7771
Email |

Wendy Skarnes

Senior Investment Associate

612-371-7897

Mai Her

Senior Investment Associate

612-371-7898

Grant Farley, CFP®

Senior Investment Associate

612-313-1311

Contact

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