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Meet Your Team

Our team is dedicated to helping you reach a higher level of success. Each partner brings nearly two decades of experience to the table, and with our professionals’ diverse range of skills, we’re prepared to serve you and your family with excellence for years to come.

Team photo

Brian Kelly CLU®, ChFC®, RICP®, CASL®

Founding Partner

David Klein CFP®, CLU®, ChFC®, RICP®

Founding Partner

Larwin Kauffman CFP®, CLU®, ChFC®

Founding Partner

Natalie Erickson

Client Service Associate

Mary Bona

Relationship Manager

Brianna Durkin

Client Service Associate

Jackson Domagala

Client Service Coordinator

Grace Carlson

Executive Assistant

Colin Ernst

Associate Wealth Management Advisor

Thomas Dunlap MBA

Associate Wealth Management Advisor

Jason Folstad CFA®

Director of Investments

Maria Pantze ChFC®, RICP®

Financial Planning Associate

Kevin Huberty B.S.

Financial Planning Associate

Elena Dant

Financial Planning Associate

Jennifer Harkins

Director of Operations

Sarah Foss CLU®, ChFC®

Chief of Staff