Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

If you don't see a topic that you would like more information about, please let us know!  We are happy to customize a topic for you in a small group setting. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 22, 2021 - December 10, 2021

8:30a - 11:30a

Granite Financial

Annual Giving Drive: Drop off your new, unwrapped toys!

We are excited to announce this year's annual giving drive! In 2021, we will be partnering with Christmas for Kids: Kinzie's Local Toy Drive for our Christmas Giving Drive.  This organization coordinates with the United Way to support distribution of toys to Central Minnesota schools, churches, and county social services for families in need.   

October 12, 2021

10:00a - 10:30a

Zoom or Call In

Investor Market Outlook - Virtual Presentation

Join us on Tuesday, October 12th for our informational Investor Market Outlook discussion. Joining Laurie will be Tom Duffy, Client Portfolio Manager from Clark Capital Management Group.

September 9, 2021

7:30a - 9:00a

In person or Virtual

August 21, 2021

9:00a - 11:00a

Becker Primary School

Haitian Hustle: 5K Fun Run for Education

We are please to lend our support to the Haitian Hustle - a 5k Fun Run held in Becker, MN.  Laurie's husband, Josh, was part of a mission trip to Jesus in Haiti Ministries in 2011 and this Fun Run helps to support the schools there.

Event Registration