

Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
Financial Advisor Certifications
CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Traveling
- Trivia
- Board Games
- Movies & Entertainment
- Sports Enthusiast
Team Members
Colleen LeeAssociate Financial Advisor
Amy WillertSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(763) 856-0663Fax
(855) 255-9371Office Address
26055 Main StZimmerman, MN 55398opens in a new window
Mailing address
P O Box 121Zimmerman, MN 55398
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