Born and raised in North Dakota, I learned the importance of hard work, integrity, honesty and being humble. My life's journey has provided me a wealth of life experiences both professionally and personally that I strive to employ for the financial betterment of my clients.

My primary goal is to help you, whether an individual or a small business owner, develop and establish strategies to help achieve your financial goals. Whether it is to retire on time and stay retired comfortably, or to help children or grandchild pay for college, or to create tax-advantaged investment strategies or transfer wealth to the next generation, we treat every client experience as a unique experience of one. Additionally, we will partner with our client's attorneys, CPAs and other trusted professionals to deliver a comprehensive strategy.

Away from work, I spend time with my wife, Kristen, and when they are home, our five children. We are also quite busy with our three dogs (yes, I said three dogs!) and enjoying time on the water at our home. Personally, I enjoy golfing, coaching (watching) hockey, personal fitness and reading.

I feel fortunate that I get to serve my clients as their trusted financial advisor, something I am very passionate about.

If interested in exploring how I might help you, please reach out and we can set up a time to chat!

Brent J Voeller

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Golfing
  • Hockey
  • Fishing
  • Personal Fitness
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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