Our Team

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

John R. Sundell, CLU, ChFC
Financial Services Representative
Financial Planner

Mitchell D.  Stolba, ChFC, CFS, LUTCF
Financial Services Representative
Financial Planner

Matthew A. Peterson
Financial Services Representative
Financial Planner

Eric J. Sundell
Financial Services Representative
Financial Planner

Maxwell A.  Stowe
Financial Services Representative

Michelle C. Moser, MBA
Financial Services Representative

Amanda J. Johnson
Financial Services Representative

Kristine Swartz
Administrative Assistant

Jessica E. Sundell
Director Client Services

Jodie Nelson, MA
Administrative Assistant