Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Jordan Mills headshot
"Dealing with finances can get overly complicated and take up a lot of one’s time. I want to help streamline and simplify people’s financial lives so they can spend more time doing what they enjoy. "

Jordan Lochner Mills

Senior Financial Advisor

Minneapolis / St. Paul