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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 Planner

Blake Sandvold, CFP®, CAP®

Blake Sandvold, CFP®, CAP®

CIO, Financial Planner

Robert Cowin, CFP®

Robert Cowin, CFP®

Financial Planner

Scott Graul

Scott Graul

Financial Planner, Head of Operations

Matthew Fiske

Matthew Fiske

Financial Planner

David Cooper

David Cooper

Financial Paraplanner

Adam Storbakken

Adam Storbakken

Financial Planner

Maria Torres

Maria Torres

Lead Client Service Representative

David Sandvold

David Sandvold

Financial Paraplanner

Ann Baufield

Ann Baufield

Client Service Representative

Mark Daly

Mark Daly

Client Service Representative

Georgia Dahler

Georgia Dahler

Client Service Representative and Marketing Specialist