Contact Us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right. 

Name *
Name

1043 Meadow Lane
Waconia, MN, 55387
United States

763-221-3447

Certified Financial Planner™ 

nick-morrison-325805 (1).jpg

Financial Planning

*Upfront financial planning fee is waived if client is only seeking portfolio management. Upfront financial planning fee is based off of total household investment assets.

Get STarted

You will be contacted within 36 hours upon completing the form below. Completing the following form is not a contract and is intended solely for the purposes of information gathering.

Name *
Name
Spouse Name
Spouse Name
$
$
Select the option that best fits you. *
Select the option that best fits you.
I am a highly detail-oriented person.
What financial planning topics apply to your situation? *
Only select those that you seek advice on.