Engagement | Strength | Trust

Our vision is to point you in the direction of your financial goals.

Our team of trusted financial professionals takes a holistic approach to planning for financial security. We become your trusted partners in guiding you to build a plan that will allow you to grow, protect and create your legacy.

I am passionate about helping my clients achieve their goals and partnering with them to build a legacy of significance for generations to come."

—  Mike Bartenhagen

Your Trust is in Our Experience

I am fortunate to have been named on Forbes list of America’s Top Financial Security Professionals two years in a row. This accolade recognizes advisors for partnering with their clients to achieve their goals through a combination of investments and insurance. Many thanks to my team, clients, and partnership with Northwestern Mutual.

Forbes Best-In-State Top Financial Security Professionals 2022
Forbes Top Financial Security Professionals 2021