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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeff  Wunsch

Jeff Wunsch, CFP®

Vice President / Financial Advisor

651-888-4848

Marisa  Frie

Marisa Frie

Operations Director/Client Relations

651-888-4848

Mark  Hargis

Mark Hargis, CFP®

President / Retirement Planning Specialist

651-888-4848

651-738-7231