After ten years’ experience as a financial advisor at a global financial investment management and insurance company, he launched Make Way to provide a more comprehensive wealth management experience. Dylan focuses on an integrated approach and helps our clients achieve clarity and confidence in all areas of their financial lives, while also serving as a…
Travis focuses on integration and maintenance of our various financial planning programs to deliver you a comprehensive wealth management portal that allows you to track your investments on-demand, view reports, and build out your financial plan. With an accounting degree from the University of South Dakota and a background in auditing, Travis’ unique skillset keeps…
Brad works closely with families and business owners, developing investment and planning strategies that maximize their financial impact efficiently. With more than 25 years in the financial services industry, he offers a deep understanding of investments, estate planning, and risk management. Brad’s core values of integrity, honesty, accountability, and objectivity drive his passion for building…
Scott guides families to create and live their vision of financial success. He also serves as a relationship manager for several corporate accounts. Scott’s extensive career in the financial industry has equipped him with a wide range of experience. Prior to specializing in full-service private wealth planning, Scott worked with insurance, estate planning, group employee…
Dalton specializes in data analytics and software solutions that help us gain deeper insights into our clients’ overall financial picture. Dalton excels in presenting clients’ positions in a welcoming and transparent way, conveying sometimes complex financial concepts in a clear and understandable manner. With eight years of experience in the field, he began his career…
Brian specializes in developing personalized financial plans for prospective and existing clients, focusing on a wide range of planning areas, including financial, retirement income, tax, legacy, and exit planning. With 30 years of industry experience, he excels in working with professionals and business owners, articulating their priorities, and creating plans to achieve their goals. Brian’s…
Erika is a key member of our team, directing our Wealth Advisory group and serving clients as a dedicated advisor. She guides clients through a holistic planning process that addresses every facet of their financial lives, characterized by meticulous attention to detail and organization. Erika’s objective is to fully comprehend our clients’ financial vision and…
Tom Hannon leads a dedicated group of specialists to cultivate relationships with our clients and within his team. With 12 years in the financial management industry, Tom has developed a passionate and enthusiastic approach to working with clients. His prior background in professional basketball has consistently led him to success, whether it’s winning a game…
Robin serves as an advocate for our advisors, taking charge of new business, client onboarding, and providing support to our Corporate 401k plans. With a decade of experience in the commercial real estate sector and nine years in wealth management, she combines her analytical skills and financial expertise to make a difference. Robin believes that…
Mike focuses on the management and education of our corporate 401K plans, helping individuals achieve financial literacy and build private wealth. He excels in helping people from all backgrounds and circumstances establish a strategy to better their lives for and through retirement. With a background in private banking, he has dedicated his career to helping…
Get an email alert when I post a new blog! Your e-mail address will never be sold, rented or given to anyone.