Broker Check


Our Team

Wondering if you need a financial advisor?

The sooner you start the better. Even if you’re starting small.  No matter what your socioeconomic or generational status, our advisors put their knowledge and experience to work for you. We come to work every day with one goal in mind - helping clients pursue their financial dreams.

Reach out to us today for a complimentary, no obligation, initial consultation.


Lance Minnichsoffer

Lance Minnichsoffer, CFP®

LPL Financial Advisor/Director of Financial Planning

(952) 345-1405

(952) 852-1293

Mikel Dumonceaux

Mikel Dumonceaux

Director of Operations

(952) 466-1218

(952) 852-1293

Bruce Barron

Bruce Barron

LPL Financial Advisor

(952) 852-1291

(952) 852-1293

Nick Kruell CFP®, APMA®

Nick Kruell, CFP®, APMA®

Planning and Insurance Coordinator

(952) 345-1426

(952) 852-1293

Allana Quaday

Allana Quaday

Advisor Support Specialist

(952) 852-1295

(952) 852-1293

Sarah Thiry

Sarah Thiry

Client Service Specialist

(952) 852-1293

(952) 852-1293

08/20