About Us

Hello!
We are a small business serving Waconia, surrounding communities, as well as the ability to serve the entire state of Minnesota and Wisconsin, with insurance and financial services. We provide everything from auto and home insurance to boat insurance, business insurance, retirement planning, IRAs, life insurance planning, legacy planning, education planning, and more.
We are grateful for the opportunity to serve and be a part of such a great community, and looking forward to many years ahead.
Please stop in, whether it’s to say hello, review policies, or look into new insurance and financial services, our door is open!