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    • Troy Noor, CFA, CFP
    • Aaron Kolkman, MSF, CFP, CKA
    • Derek Villars, CLU, CASL, ChFC
    • Brennan McCarthy, CFP
    • Joe Rapacki, Jr., CPA/PFS, MST
    • Andrew Lehner, JD
    • Amy Nielsen, RICP
  • Advisory Services

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    News & Insights

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    2020 AWARD WINNER:

    Rising Young Professionals

    VIEW ARTICLE HERE

    PORTFOLIO DATA RELEASE: 

    VIEW MODELS NOW

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    PORTFOLIO 2nd OPINION:

    Zero Cost Professional Review

    Schedule Meeting Time

    PORTFOLIO FAQ's

    January 14, 2017

    Our Practice Philsophy

    The Stewardship Principle

    Greater than any financial services industry standard,

    The Stewardship Principle is found in The Parable of Talents

    Meet the Team

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    TROY

    NOOR

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    AARON

    KOLKMAN

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    DEREK

    VILLARS

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    BRENNAN MCCARTHY

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    JOSEPH

    RAPACKI

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    ANDREW

    LEHNER

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    AMY

    NIELSEN

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    ROBERT

    NEUMAN

    Schedule Meeting Time 

    Eden Prairie Office

    6500 City West Pkwy #325

    Eden Prairie, MN 55344

    (877) 664-2583

    Wayzata Office

    430 Pheasant Ridge Rd.

    Wayzata, MN 55391

    (833) 343-3373 xt 201

    Edina Office

    6800 France Ave. S. #120

    Edina, MN 55435

    (833) 234-3373 xt 501

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