The strength of family working for you

We are your financial family, not just a financial firm. Financial advisors Matt Wigren, Laura Christofferson, CFP®, and Scott Wigren, CFP® work as a team to advise and answer any questions you may have.

Our team’s distinct financial planning knowledge is built on a foundation of more than 5 decades of combined experience helping individuals and families with customized financial, retirement, estate and investment advisory needs. And, with two generations of innovative and credentialed professionals on our team, you don’t have to worry about finding a new advisor as the decades march on.

As your family and business transitions across generations, so does our service to you. Whether you are preparing for retirement or securing the future of your business or family, our team has the combination of experience and energy to serve you and yours.

Please click through the bios of each individual below to learn more about us.

The only rock I know that stays steady, the only institution I know that works, is the family.
Lee Iacocca