In 2020 James Zinke and Jon Peterson formed a team to improve the client experience during the various stages of the client and financial advisor relationship. Our mindset is to treat every client as our beloved family!
This is a picture of our office door. I invite you to come in and visit with us anytime and enjoy a cold or warm drink. Be prepared to work on your financial goals and objectives. Let us help you focus on the future dreams with the work we do together today.
The financial future you want
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Supporting the community
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
I work with you
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Capital Gains Tax When Selling Your Home
