Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Personal Interests

  • Coaching Sports
  • Camping
  • Canoeing
  • Fishing
  • Golfing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday By Appointment Only
Saturday Closed
Sunday Closed


(877) 222-1248

Branch Team

  • Kayla Larson
    Branch Office Administrator

Office Address

141 East Broadway Suite 5
Monticello, MN 55362
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Mailing address

P O Box 1519
Monticello, MN 55362

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