What Makes Us Different

Our Extensive Experience:

Dave Jungquist has been a wealth management professional since 1991. He has seen the market at its best and worst and has the extensive knowledge of the investment choices available today to both weather a storm and ride a wave – whichever comes our way.

Comprehensive Advice:

We work closely with clients and their other trusted advisors to ensure all aspects of their financial situations are considered and addressed in developing their plan. We also take great care to explain the steps being recommended in order to implement the plan we create.

98% Client Retention Rate:

Our client retention rate has been 98% for the ten-year period ending 12/31/2021. Clients that come to us, stay with us.

Charitable Gifting Guidance:

Dave works with many clients on their desire to include charitable giving in their financial and estate plans. He has extensive experience selecting the best method to help you accomplish your charitable gifting in a financially advantageous way.

Financial and Estate Planning Services:

We use a thorough and in-depth financial and estate planning software that assists us in creating a personalized blueprint of our client’s retirement income and estate transfer needs.

Integrity and Volunteerism:

Our team believes in giving back to the community through volunteerism. We take pride in supporting organizations important to us and find it gratifying being part of something larger than ourselves.


Meet Our Team