Broker Check

Our Team

How We Work

How We Work

We enjoy working with each other and our clients. We take our jobs seriously and seek to serve our clients as we would serve our own families. Our unique combination of cordial service and excellent financial knowledge can help you on your financial journey. Our financial professionals see themselves as advisors and teachers. Their goals are to both guide your financial decisions and to share their financial knowledge with you, so that you may be more confident in your financial choices. Our hope for our clients is that they live a full and flourishing life free from worries about money. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James P. Benson II, CRPC

Owner & Financial Advisor

Jim has worked as a financial advisor for more than two decades. He is passionate about helping clients reach their financial goals and achieve financial peace. Outside of the office, Jim enjoys spending time with his family,...
Read more

Tonya Hagelie

Administrative Assistant

David Hunter

Wealth Manager

David graduated from Hillsdale College with a B.A. in Financial Management. He has his Series 7 and Series 66 licenses along with a Minnesota insurance license. 

Read more

Sarah Katzenberger

Administrative Assistant

Tina Becker

Administrative Assistant

218-346-2211