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  • Firm Information

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  • Advisory Team

    • 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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    ADVISORY SERVICES

    Since 2008

    01

    PORTFOLIO ADVISORY

    02

    BUSINESS ADVISORY

    03

    INSURANCE ADVISORY

    04

    PERSONAL ADVISORY

    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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