Company

Our Team Partners


Jerry Tagge, CLU & ChFC

Jerry Tagge, CLU & ChFC

Executive VP and Partner
Scott Norvell, CFS

Scott Norvell, CFS

Managing Executive and Partner
Monte Peterson, AIF

Monte Peterson, AIF

Executive VP and Partner
Jason Smith, CFP, AIF and QPFC

Jason Smith, CFP, AIF and QPFC

Executive VP and Partner
Chad Peterson

Chad Peterson

Executive VP of Marketing and Partner
Adam Bailey

Adam Bailey

Executive VP and Partner
Larry Pence, CFS

Larry Pence, CFS

Executive VP

Registered Representatives

Jeffrey Lehnen

Jeffrey Lehnen

Registered Representative
Kiffin Anderson

Kiffin Anderson

Financial Advisor
Darin Duin

Darin Duin

Insurance Services
Clint J. Eikmeier, CPA

Clint J. Eikmeier, CPA

Financial Advisor
Dick Dineen

Dick Dineen

Financial Advisor
Mick Shonsey

Mick Shonsey

Financial Advisor
Brandon Dirkschneider, CFP

Brandon Dirkschneider, CFP

Registered Representative
Andy Rennerfeldt

Andy Rennerfeldt

Registered Representative
Melissa Korth

Melissa Korth

Registered Principal and Operations Manager

Research

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