Broker Check

Office One

2 Carlson Parkway North, Suite 320

Plymouth, MN 55447

Office Two

2480 Superior Dr. NW

Rochester, MN 55901

Why We Do It

YOU and everything important to YOU

Learn more

How We Do It

By planning ahead, managing emotions and simplifying the complex

Learn more

What We Do

Implement financial strategies tailored to meet the needs of each client

Learn more

Meet Our Team

Michael McConachie, CFP®, CRPC®, AIF®

Michael McConachie, CFP®, CRPC®, AIF®

Founder, Investment Director, Financial Advisor and Financial Planner

Faris  Nagle

Faris Nagle

Partner, Financial Advisor and Financial Planner

William  J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Partner, Financial Advisor

Ron Koehler,  ChFC®, LUTCF®

Ron Koehler, ChFC®, LUTCF®

Partner, Financial Planner, Sr. Financial Services Executive, Investment Advisor Representative

Erin  Selton

Erin Selton

Client Relationship Manager

Taylor Winbush

Taylor Winbush

Client Ambassador

Emma Snell

Emma Snell

Administrative Support Team Member

Rachel Coleman

Rachel Coleman

Administrative Support Team Member

 Schuyler C.  Woodhull III

Schuyler C. Woodhull III

Financial Services Representative and Financial Planner

Toni Koehler

Personal Assistant to Ron Koehler

Come Visit Our Offices