Heather Bantle


I am a dedicated, hands-on professional who has a true passion and conviction for helping people live more secure and financially balanced lives. Due to my previous experience as a Licensed Social Worker, I possess the skills to help...
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Joe Barwick


While working almost exclusively with the medical community for nearly a decade I have gained a unique understanding and keen knowledge as to the problems, concerns and frustrations that physicians face. Nobody has ever taken the time...
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Erik Bohn


When it comes to financial planning, I encourage my clients to focus on the fundamentals. I help them make decisions that best fit their specific situation, rather than following general advice or financial fads. Whether it's...

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Chris Elhardt


Chris’ goal with all of his clients is to build strong, lifelong relationships while helping them make smarter decisions with their finances. By better educating his clients, he is able to help them grow and protect their wealth...

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Dale Forsythye

Disability Specialist


Dale Forsythe, graduate of Mankato State University, is currently a Disability Specialist, having 12 years of advanced disability underwriting experience with Guardian, and was chief disability underwriter with them. He worked for...
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Matt Hermann


Matthew J. Hermann is a 2007 graduate of North Dakota State University with an undergraduate degree in Business Administration-concentration in Finance. Soon after, Matt joined Foster Klima & Company as a Financial Representative and...
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Dustin Peltier


My experience in the financial services industry since 2005, coupled with being a small business owner, gives me a unique perspective when working with clients. I can identify with their entrepreneurial nature and understand the...

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David Seidelmann, CFP®


Cash flow is a critical element to everyone's finances. With so many competing priorities for where money can go, David helps people ensure their cash flow remains uninterrupted during their working years, as well as in retirement so...

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