About our firm

We develop objective financial plans and values-aligned investment solutions specific to your individual needs and goals.

Our team

Jordan DeBoer, CFP®, AWMA®

Founder, Financial Planner

Passionate about financial planning since his high school days of building budgets for friends, he’s been helping clients achieve their financial goals since 2015. He started his own firm in 2019 to provide a more personalized client experience, focusing on tailored strategies and helping clients understand the behavioral side of financial decisions.

Outside of work, he enjoys spending time with his wife and three boys exploring the outdoors and volunteering locally.

Jenny King

Client Service Associate

Jenny is an invaluable member of our team, bringing 15 years of expertise in office administration. Married to Chris, she keeps just as busy at home with their five kids and two dogs. A people person at heart, Jenny loves connecting with others, staying active, and helping clients achieve their financial goals. When she's not at work, she enjoys spending time outdoors and creating memorable moments with her family.

Tyler Eidsvoog

Paraplanner

Growing up in Milaca gave Tyler a desire to be out in nature. One of his favorite hobbies is to go out to the trails with his dog and newly married wife Meghan. After attending St. Cloud State, he earned a B.S. in Mathematics Teaching in 2020.

Tyler enjoys teaching and tutoring math, road trips, and exploring ways to build financial independence.