

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Personal Interests
- Basketball
- Outdoor Enthusiast
- Spending Time with Family
- Snowboarding
- Reading
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 03:00PM |
Mon | 07:30AM - 03:00PM |
Tue | 07:30AM - 03:00PM |
Tue | 07:30AM - 03:00PM |
Wed | 07:30AM - 03:00PM |
Wed | 07:30AM - 03:00PM |
Thu | 07:30AM - 03:00PM |
Thu | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 03:00PM |
Mon | 07:30AM - 03:00PM |
Tue | 07:30AM - 03:00PM |
Tue | 07:30AM - 03:00PM |
Wed | 07:30AM - 03:00PM |
Wed | 07:30AM - 03:00PM |
Thu | 07:30AM - 03:00PM |
Thu | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(855) 572-2095Branch Team
- Kimberly Taylor
- Branch Office Administrator
Branch Team
Office Address
641 Marketplace Dr Suite 4Waconia, MN 55387opens in a new window
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