Broker Check

Our Team

Charles Reimers, CFP, CPFA

Charles Reimers, CFP, CPFA

Director of Financial Planning & Wealth Advisor

(952) 460-1700

Tim Flynn

Tim Flynn

Minnesota Based Client Relationship Manager

(952) 460-1693

Patricia Quimby

Patricia Quimby

Idaho Based Client Relationship Manager

Monika Chandra

Monika Chandra

CFO Consultant

Hattie Swank

Hattie Swank

Marketing Consultant

Sydney Johnson

Sydney Johnson

Administrative Assistant

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

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. We have sought to develop 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.