Our Firm

Our Firm

Full Service Team of Professionals

Our full service team of professionals is headquartered in Bismarck, North Dakota, with offices located in Garrison and Center. We take the time necessary to help our clients understand the principles of investing and risk management so they can make better investment choices.


Our Mission

“To offer access to comprehensive financial planning services to our clients with uncompromising integrity.”

We Believe

Experience Matters

Our advisors share nearly a century of combined experience in providing solutions to the financial planning challenges of our clients. We believe in PROFESSIONALISM. Credentials held by our advisors Thomas M. Gunderson, Perry D. Bohl, Wayne A. Muehler and James P. Braun include CERTIFIED FINANCIAL PLANNER® Professional or CFP®. Other credentials held by our advisors include Accredited Investment Fiduciary® Designee (AIF®), and the Masters of Business Administration (MBA) degree.

And we believe in creating an

Exceptional Customer Service Experience

With the help of our staff of friendly, knowledgeable and experienced LPL registered assistants.