Twin Cities, MN

600 Inwood Avenue N, Suite 200 Oakdale, MN 55128

Meet the Twin Cities Team

Marissa Poissant

CFP®

Wealth Advisor

Marchel Lea

 

Paraplanner

Gary Aiken

 

Chief Investment Officer

Our Team's Work Statement

We understand how stressful managing finances can be. Everyone’s financial journey is unique and rarely is it ever a simple process. Our team’s mission is to simplify the process while addressing our client’s unique situations. Using our experience and fiduciary standards, we help our clients develop a plan that is tailored to their specific situation, helping keep them on track toward achieving their financial goals.

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

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