Offices > Location

Duluth, MN

309 West Superior Street
Duluth, MN 55802

Our Team

Scott Wallschlaeger, CFP^®, CRPS^®

CEO, Financial Advisor

Brian Resch

Managing Partner and Financial Advisor

Brady Neumann

Financial Advisor

Kara Proctor, MBA, CFP^®

Financial Advisor, Financial Planning Director

Cory Wokasch

Financial Advisor

Jesse Dunsmoor

Asst. Portfolio Manager

Sebastian Sullivan

Trader/Investment Analyst

Nicole Neylon

Client Service Team Leader

Natalie Ostrand

Client Service Associate

Amanda Unger

Client Service Associate