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Our goal is to deliver only the best ideas and services to our clients

We have found that the number one concern individuals and businesses have when they are considering a financial professional, is trust. We are grateful for the trust from our clients, it is through this relationship and their recommendations, that our organization continues to prosper.

Our main focus is preparing our clients financially for a successful future. We invest time to listen and learn about our client's dreams, goals, and objectives. We strive to understand their current financial situation and then provide a financial analysis with strategies to help reach their short, immediate, and long-term goals.

For many of our clients, success has already been achieved, and it is their desire to move from financial success to financial significance. In today's financial world there are a multitude of companies marketing various products. We help our clients to understand the myriad of financial strategies available to meet their needs. Our goal is to deliver only the best ideas and services to our clients.

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

Dale K. Teal

Dale K. Teal

Founder, Senior Partner, Senior Financial Planner

952-905-2210

952-546-1041

Steven E. Opdahl

Steven E. Opdahl, CPA/PFS

Senior Partner, Senior Financial Planner

952-905-2202

952-905-2203

Steven J. Treberg

Steven J. Treberg

Financial Advisor, CLTC

952-905-2204

952-905-2205

Mark A. Edlund

Mark A. Edlund, CFP®

Senior Financial Planner

952-905-2254

952-546-1041

Nandita Bhattacharjee

Nandita Bhattacharjee

Financial Planning Coordinator

715-256-8550

952-546-1041

Lynn Ripperton

Lynn Ripperton

Operations Director

952-905-2210

952-546-1041

Ben Teal

Benjamin Teal

Operations Specialist

952-905-2208

952-546-1041