Who We Are

Live Your Life by Design, Not by Default

Our team will design a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify:

The day-to-day: What assets do you need today?
The big picture: What can you do to pursue your financial goals?

We provide regular reviews and modifications, ensuring that your financial plan stays
current and dynamic.

^{Meet The Team}
Who You'll Be Working With

Mike Nielson, CFP®

President/ Certified Financial Planner™

Bryan Nielson

Partner/ Financial Advisor

Derek Rollingson, NQPA™

Financial Professional

Lois Grubel

Office Administrator

Shanna Butterfield

Admin

^{Contact Us}
Connect With a
Professional

In 20 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

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