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We always start with you.

Woodbury Office

Kurt Peterson, CFP®, CRPC, AAMS

Senior Wealth Advisor, Fundamental Choice Portfolio Manager

Paul Traczyk,

Senior Wealth Advisor

Fundamental Choice Portfolio Manager

Frank Leslie III

Senior Wealth Advisor

Joan Nowicki

Senior Registered Client Associate

Brittany Norby

Client Associate

Troy Moser

Senior Wealth Advisor

Fundamental Choice Portfolio Manager

David Lindblad

Senior Wealth Advisor

We're here for you.

Take the next step towards financial goals. Reach out today and we will start working hard for your goals.

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