About
Meet Our Team
Our team works closely together to support every facet of your financial life. The knowledge and experience each person brings allows us to serve a wide range of clients while still providing the personal attention each relationship deserves.
Keith Fenstad, CFP®
Vice President | Shareholder | Director of Wealth Planning | Chief Compliance Officer
Get In Touch
Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.