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(320) 234-2501
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Dream | Plan | Invest

Our personalized financial roadmaps and portfolio management help you reach your dreams.

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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and  impartial advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Process

Our Process

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Maxing Out Your 401(k)

One of the most popular questions we get is, “how much should I save in my 401(k)?” Making decisions in your 401k can feel daunting, but with a little guidance, you can take control of one of the most important tools...

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Meet Our Team

Amanda Schueler

Amanda Schueler

Financial Advisor

(320) 583-7102

320-234-2501

Camille Sanchez

Camille Sanchez

Office Manager

(320) 234-2501

(320) 245-7150

Timothy Piehl

Timothy Piehl

Owner/Financial Advisor

(320) 583-8394

320-234-2501

Megan Piehl

Megan Piehl

Operations Assistant

Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Blogs

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Market Insights

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tools & Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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