Charitable Giving: Smart from the Heart

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Latest Blog Post

Hello everyone, Now that we're through the election I thought it would be a good idea to give a rundown on the results and expectations for the market and economy moving forward. I've attached a link for Brian Wesbuy's (Chief Economist...

#NeverForget

September 11, 2020

As we remember the tragedy of September 11th, 2001 I wanted to share the video that my daughter's school put together to honor and remember the day. Providence Academy opened one week after the tragedy of September 11th and it left a...

Use This FREE Planning Tool To Find Out

August 19, 2020

2020 has thrown a monkey wrench into the plans and expectations many of us had. Use this FREE tool to see how close you are to hitting your financial goals and to create a financial strategy. Request a consultation with one of our...

Featured Team Member

Andy Schelitzche, CFP®, ChFC

Andy grew up in Brooklyn Park, Minnesota and graduated from the University of Illinois at Urbana-Champaign where he began his studies in Aerospace Engineering. However, his interest in business and his desire to help people led him to...

Kevin Florey, RICP

Kevin grew up in Superior, Wisconsin and graduated from the University of Wisconsin – Eau Claire with a degree in Accounting. He previously spent more than twenty years with Traveler’s Insurance Co. in St. Paul MN in the...

Theresa Corey

Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has worked in executive support for many years,...

Krista Peterson

Krista grew up and went to high school in Eden Prairie, Minnesota. After high school, she moved to Duluth and started college at the University of Minnesota Duluth (UMD). Krista has always had a passion for helping others, and while...

Zach Holloway

Zach grew up and went to high school in Mound, Minnesota. He graduated from the University of Minnesota, Twin Cities in 2016. After graduation, he began his career in financial services as a financial advisor with Edward Jones. He left...

Adam Grantham CFP®, ChFC

Adam has more than 20 years of experience in the financial services industry. Adam is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant® (ChFC®). Adam was born in outside of...