Our Qualifications

Working with individuals and businesses since 2018!


  • Series 7 - General Securities Essentials Examination
  • Series 24 - General Securities Principal Examination
  • Series 51 - Municipal Fund Securities Principal Examination
  • Series 66 - Uniform Combined State Law Examination
  • Minnesota Resident Insurance Producer for Accident & Health, Life, Variable Life & Variable Annuities


Nash graduated from The Herberger Business School at Saint Cloud State University with a degree in Business Management.

Professional Memberships:

Member of the Financial Planning Association of Minnesota

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that we work with you to develop can help you work towards a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.