Team
Dan Retzlaff
Financial Advisor
My focus is on creating personalized strategies for clients to help them maximize the growth of their assets and future retirement income potential. I believe in a truly customized approach to my clients financial needs.
Simone Knudsen
Administrative Assistant
Simone is an integral part of our team. When a client needs to get administrative things done quickly and efficiently - she is the go to person. She has a broad range of experience in the financial services industry and is always ready...