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Office One

2 Carlson Parkway North, Suite 320

Plymouth, MN 55447

Office Two

1544 Greenview Dr. SW, Suite 100

Rochester, MN 55902

Why We Do It

YOU and everything important to YOU

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How We Do It

By planning ahead, managing emotions and simplifying the complex

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What We Do

Implement financial strategies tailored to meet the needs of each client

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Meet Our Team

Michael McConachie

Michael McConachie, CFP®, CRPC®, AIF®

Founder, Investment Director, Financial Advisor and Financial Planner

(952) 258-5092

William J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Financial Advisor

507-287-6700 ext. 0960

Faris Nagle

Faris Nagle

Financial Advisor

952 769.2123

Erin Selton

Erin Selton

Client Relationship Manager

952.769.2140

Schuyler C. Woodhull III

Schuyler C. Woodhull III

651-207-6952

Come Visit Our Offices