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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Terry C. Sandvold

Terry C. Sandvold

Founder and CEO, Financial Advisor

Blake Sandvold, CFP®, CAP®

Blake Sandvold, CFP®, CAP®

CIO, Financial Advisor

Robert Cowin, CFP®

Robert Cowin, CFP®

Financial Advisor

Scott Graul

Scott Graul

Financial Advisor, Head of Operations

John Jensen

John Jensen

Financial Advisor

Matthew Fiske

Matthew Fiske

Financial Advisor

David Cooper

David Cooper

Financial Paraplanner

Mackenzie Groechel

Mackenzie Groechel

Marketing Director & Executive Assistant

Maria Torres

Maria Torres

Lead Customer Service Representative

David Sandvold

David Sandvold

Customer Service Representative

Mark Daly

Mark Daly

Customer Service Representative

Georgia Dahler

Georgia Dahler

Receptionist