Our Team
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.
James P. Benson II, CRPC
Owner & Financial Advisor
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.
