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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. After years in the business, we have developed 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.

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

Meet Our Team

Michelle Gascoigne

Investment Advisor Representative

(507) 732-8708

Generally people come to me not understanding where to begin. Perhaps they have not started saving, and just want help with the first step. Sometimes they feel they have made a mistake and want something reviewed. Sometimes, they just...
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