Our Team
Mark Brenna
Financial Advisor
Mark brings more than 35 years of investment and wealth management experience, helping individuals and families navigate the complexities of their financial lives with confidence and clarity. By partnering closely with a team of...
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Jordan Spencer
Client Specialist
Graduated South Dakota State University (Brookings) May 2024 - BS Business Economics with Minors in Psychology, Accounting, and Financial Counseling.Owns a 25 lb. Aussie-doodle named Kona. Enjoys snowboarding, fishing, lake days, and...
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Brad Bartick, CFP®, CWS®
Wealth Planner
Mike Burzynski
Senior Tax Strategist
Laura Ames
Wealth Strategist
Jim Guckenberg
Estate Planner
Joel Grant
Municipal Bond Trader
Sierra Elleseg
Wealth Planning Associate