“Discipline and patience — not emotions —are proven methods for long-term success.”

Matthew Buzzell, CFP®, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

507-536-2027
Kylie Strum

Kylie Strum, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

507-536-2023

Diane Grube, APP

Senior Registered Client Associate

507-536-2004
Brie Hightshoe

Brie Hightshoe

Registered Client Associate

507-536-2025

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields