Getting to know people and what's important to them is my passion and by doing so, I develop a lasting relationship with each of my clients. Once I get to know you and what your goals and priorities are, we can build a personalized strategy to help you reach them.
I am passionate about making a difference in the lives of the people in our community. To be able to offer the confidence that you have enough for retirement, to send a child or grandchild to college, and to know that what you have worked so hard for is protected, is truly rewarding.
I help my clients by helping them organize, build and manage their wealth, protecting what they have worked so hard for, and finally, transferring their wealth with ease and dignity.
I grew up in Belle Fourche, SD, moved to Brookings for college and liked the town so much I decided not to leave. Today, my husband, Brian, and I live here in Brookings with our two daughters and dog, Hank. Brian and I love spending time with our little girls and enjoy as much family time as possible. If we do get some free time to ourselves, you might see us at the golf course or out fishing.
It is a true privilege to serve my clients and provide them with financial guidance; whether that is putting together a plan for retirement, sending a child to college or helping them pass on a legacy to their loved ones, we are here for you.
If you are searching for a financial advisor that cares about you personally, call me to experience a face-to-face meeting and a lifelong partnership.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Entrepreneurs & Business Owners
Office Information
Office Address
101 22nd AvenueBrookings, SD 57006 opens in a new window
Phone Number
Jenn Everson at (605) 692-8503- Rebecca Schrag
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
- Rebecca Schrag
- Branch Office Administrator
Branch Team
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