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

Check the background of our firm on FINRA's BrokerCheck.


Megan Olson headshot
"There is nothing more satisfying to me than helping my clients reach the finish line and make their goals a reality."

Megan Olson

Financial Advisor

Minneapolis / St. Paul