Andrew Shermoen

Andrew Shermoen, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager

952-838-7007 612-804-3790
Email |
Image of Jess

Jess Troyak

Senior Vice President - Financial Advisor, Senior Portfolio Manager

952-838-8184 612-214-9360
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Gregory Witt, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

612-718-1123 612-804-0508
Image of Curtis

Curtis Carstens, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

952-838-7015 612-214-9486
Email |

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Value statement

We work with successful individuals, families and businesses to tailor a plan that goes beyond investment portfolios. Our approach focuses on providing strategies to help our clients accumulate, protect and transfer wealth so they can pursue their life passions and time with family and friends.

We are honored to be recognized as a Forbes Best-in-State Wealth Management Team for 2026. 

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly