facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Financial Planning &

Investment Advisory Services

A New Perspective In Planning™

Let's Get Started ⟶

Our wholistic team of




What is your perspective?

Meet Our Professionals

Michael Laatsch

Financial Advisor

& President

Aaron Brandt

Financial Advisor

& Vice President

Justin Larson

Vice President of Investments

Katie Kroll

Director of Growth

& Development

Ready to Get Started?