Tammy Higgins

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

952-838-7070
Email |

Andrew Shermoen, AWM

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

952-838-7007
Email |

Gregory Witt, AWM

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

952-838-7052

Jenna Shermoen, APP

Registered Client Associate

952-838-8114

Veronica Peters

Senior Client Associate

952-838-8181

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Director of Wealth Strategies


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Wealth Planning Consultant


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Divisional Retirement Consultant


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Trust Consultant


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Credit Consultant