My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Michelle McMaster
Director of Operations and Client Service
Gregg M Sainsbury, CFP®, MBA
Director of Financial Planning
Office 651-456-9446
Daniel Lumley, RICP®
Associate Financial Advisor
Office 507-529-6085
Christopher Robert Ourada
Associate Financial Advisor
Office 651-289-6538