When choosing a financial advisor, it's important to understand what your relationship with them involves. Not only should you have someone who can provide advice and guidance on how to invest your savings, but you should also view your financial advisor as a sounding board to discuss your goals and dreams. Most importantly, you also have someone to discuss any changes or decisions that can improve or derail your financial strategy.

In our practice, the relationships we've developed with our clients are the singular focus that drives us. Our approach to working with clients is intentionally straightforward. We start by finding out what's important to you. Next, we use an established process to build a personalized strategy to achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.

For me, the decision to become a financial advisor was motivated by an interest in financial markets and a desire to do meaningful work that genuinely impacts the lives of the families we touch. It was also important to be part of a community that we can make a difference in.

My wife, Annelise, and I moved to Amery because we loved the community, and we thought it would be a great place to raise our family. Annelise teaches in the Amery School District, and our two beautiful kids, Nora and Cooper, keep us busy in our time away from work. We've both enjoyed coaching in the Amery football and track and field programs, and I've had the pleasure of serving on the Amery Golf Course board since 2015.

My partners in the branch, Deb Kindschy and Danielle Andersen, each have over 20 years of experience in the financial industry and are dedicated to providing a high level of service to our clients. Deb and her husband, Kent, live in Turtle Lake, where Kent serves as the superintendent for the Turtle Lake School District. Danielle and her husband, Adam, live in Amery, where Adam owns his own construction business, Lake Country Builders.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Golfing
  • Hunting

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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