Angie Granquist and Dan Berg

Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Our clients are at the core of what we do. With our many years of combined experience, our mission has been to provide families, individuals, and businesses with an exemplary client experience while helping them pursue their financial goals. By leveraging our team's capabilities as well as the resources available to us at LPL Financial, we are able to cover a wide array of financial management services; from investment and retirement planning to risk management and estate planning.

-Angie Granquist, CFP^®, AWMA^®

-Dan Berg, Financial Advisor