Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Tara Hemsing Woitalla
Founder and Investment Advisor Representative
Tara has been in the financial industry since 2006, receiving the joy in helping people pursue their goals as they transition into topics that they may not fully have an understanding of. She believes that retirement planning is a process and a partnership built on trust and integrity. Her approach is by gaining clarity about a client’s current situation—identifying core values, defining future goals, and developing a strategy that aids them in pursuing their financial goals.
She will help to take the complexity out of retirement planning by educating you on strategies that fit with your goals and objective. By offering education and guidance, she’s able to help her clients plan for their financial futures. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you.
Tara knows the importance of giving back to area organizations that strengthen her local community. Tara lives on a hog farm in the Brainerd area with her husband Tony and four children.
Jen Ahonen
Director of Operations
With years of experience in the administrative and customer service industry, Jen has a wealth of knowledge and skills to ensure every client receives premier service.
Jen is a proud wife to her husband, Keith, and mom to two amazing kids, a wonderful daughter-in-law, and a brand new granddaughter on the way. When she’s not enjoying time with her family, you’ll likely find her out on a run, training for her next marathon—because to Jen, 26.2 miles is just another kind of adventure.
Sage Woitalla
Chief Morale Officer (CMO)
Sage joined the team in 2024 and has since proven to be an invaluable asset —especially when it comes to boosting morale and reducing stress in a fast-paced environment. As a Miniature Goldendoodle, Sage brings the perfect mix of intelligence, calm temperament, and playful energy to the office. Her presence serves as a gentle reminder to take breaks, enjoy the moment, and never underestimate the power of a well-timed tail wag. Sage is the only team member who can brighten a room without saying a word—and the only one allowed to nap during business hours.
When Sage isn’t at work, she’s busy at home enjoying playtime with her family—including non-stop fun with her four little humans. Whether it’s backyard games, fetch marathons, or cuddles on the couch, her off-duty hours are just as full of joy.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.