Our Story

Founded in 1991, we have had the privilege of growing as a family business. We now venture into our third decade of building relationships based on providing trusted advice with integrity, honesty and respect. Financial Advisor, Lauren Erickson, CFP®,CSRIC™ leads an ensemble team, each with distinct responsibilities & strengths, all who are committed to maintaining a welcoming space for our clients where we strive to create security, make the complex simple and build meaningful impact in people’s lives.

We manage your wealth through a thoughtful investment lens, incorporating where appropriate, Impact,  ESG (Environmental, Social and Governance) and traditional investing strategies into our planning methods to meet your best interests and goals.

Utilizing a consultative approach, we focus on educating and empowering our clients, giving you the knowledge and guidance that you and your family need to take control of your financial life. This means you have a team behind you, cheering you on, keeping you on task through each twist and turn.

We are tireless partners. We are here to help you plan now and live now.

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All investing involves risk, including the possible loss of principal. ESG and Impact investing consider environmental, social, and governance factors alongside traditional financial analysis. These approaches may limit available investment options and may result in performance that differs from strategies that do not use such criteria.