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, AIF®

Managing Director - Financial Advisor - ABD, Senior Consulting Group

612-371-7796
Email |

William Bard, ChFC®, JD

Senior Vice President - Financial Advisor, Senior 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 Financial Associate

612-313-1311

Casey O'Brien

Sales Assistant 3

612-371-2359

Pa Chia Vue

Client Associate

612-371-2953

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