From Dreams to Goals, from Goals to Strategy, from Strategy to Legacy.
We are a multi-generational wealth management practice serving the investment needs of our multi-generational clients for over 43 years. Our goal is to help you take a proactive approach to your personal financial life. We are committed to guiding you in making sound decisions for your financial future and helping you build a clear understanding of investment principles, retirement planning, estate strategies, and long-term wealth preservation. We look forward to partnering with you and working toward achieving your financial goals.

John Thorsen, CFP®
Senior Vice President - Investments
Managing Director

Jack Thorsen, CFP®
Vice President - Investments
Senior Investment Management Specialist

Mike Kovaleski, CFP® MBA
Vice President - Investments

J.R. Thorsen, CFP® AAMS®
Vice President - Investments

Kent Thorsen, CFP®
Vice President - Investments
Assistant Branch Manager
Client Associates


