Our Team
Client Centered
Our firm’s story began in 1995, when Mike Engelstad founded the practice with a commitment to putting clients at the center of every decision. Over more than 40 years as a financial advisor, Mike built a wealth of experience helping individuals, families and businesses navigate the complexities of their financial lives with confidence and clarity.
That experience continues to influence how we serve clients today. We lean on the perspective, principles and client-first approach Mike established as we guide families through important financial decisions and build relationships designed to last across generations.