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Team

Get to know our dedicated team

Financial Planning and Wealth Management requires expertise and experience followed by dedication and discipline. Mike developed a team to help you and your family best meet your financial goals and objectives. The team focuses on wealth and risk management tied together in a comprehensive financial plan. All members of the team share Mike's enthusiasm and commitment to a client-focused approach.

Mike Sedjo CFP®

Wealth Management Advisor

Tyler Bohannon CFP®, CIMA®, CPWA®, AEP®, CAP®

Associate Wealth Management Advisor

Megan Foehrenbacher CFP®, CPWA®, RICP®

Director of Client Relations

Andrew Knutson CFP®, RICP®

Director of Investment Services

Jamie Bratland

Client Service Associate

Jacob Pappas

Investment Operations Associate

Whitney Hofstedt

Insurance Coordinator

Drew Jeffrey Pearson

Client Service Representative

Peter Erickson

Client Service Representative