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Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

David Engler

David Engler

Vice President of Investment Services

Dennis  Palmberg

Dennis Palmberg

LPL Financial Planner/ Wealth Manager

Scott  Ekholm

Scott Ekholm

LPL Financial Planner/ Wealth Manager

Five Star Wealth Manager Award

Each of our advisors is a 2018 Five Star Wealth Manager Award recipient. Scott Ekholm is a six-year winner, David Engler is a five-year winner and Dennis Palmberg is a four-year winner.

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, assets under management and other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. 


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