As a young child, Craig lost his father to a car accident leaving his mother to raise three young children on her own. Craig personally experienced her hard work and sacrifices, and these experiences ingrained the critical importance of sound financial planning and asset protection, especially vital to a young family. Initially, he built his risk management practice to help clients protect their families.

Some years later he expanded services to deliver an integrated and holistic financial planning experience. His process evolved with expanded fee-based financial planning and continues to serve his client’s best interests as a fiduciary. Craig earned the RICP® (Retirement Income Certified Planner) designation, expanding his retirement distribution expertise, Minnesota Life, Accident, Health, and Long-Term Care Licenses and Series 7/6/63.

For over 25 years, Russ Huls has provided insurance and investment guidance to his clients. He works with business owners, families and individuals with their wealth accumulation and wealth management advising. Russ has worked with clients throughout many life stages, including passing assets and businesses to the next generation. Russ has developed a solid process of helping people get to where they really want to be. His mission with all, is to professionally impact his clients by providing customized and honest financial advice. He designs judgement free personalized plans using strong strategies and educated decisions with his client’s goals and dreams at the forefront. Russ is a financial partner who understands the big picture and has the flexibility and understanding to alter plans as life circumstances change.