Our team is a multi-generational, father daughter practice. We each bring different perspectives, experiences and expertise that allows us the ability to connect and relate with all clients, no matter their background.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Brad Spencer, CPWA®
Financial Advisor
Graduated Gustavus Adolphus College (St. Peter, MN) in 1982 - BS Psychology, BA Business Admin, Minors in Computers and Accounting. Financial Advisor since December 1986 (Dain Bosworth Inc which was acquired by RBC in 1999).
Pheasant Hunting partner Webster (8 year old black lab). Hobbies include: bass fishing, travel, website design and maintenance, woodworking, home improvements, motorcycle/UTV riding, and volunteering.
City of Independence Council member (elected) 01/2010 - present. Formerly served on: Independence Planning Commission, Pioneer-Sarah Creek Watershed District, Delano Boy Scout Troop/Pack 3273, DYBSA Baseball and Softball Coach / Assistant, Lake Sarah Improvement Association Board / volunteer / webmaster, Delano Sportsmen's Club webmaster, and Light of Christ Lutheran Church Finance Committee.
Jordan Spencer
Client Specialist
Graduated South Dakota State University (Brookings) May 2024 - BS Business Economics with Minors in Psychology, Accounting, and Financial Counseling.
Owns a 25 lb. Aussie-doodle named Kona. Enjoys snowboarding, fishing, lake days, and traveling. Currently working to complete all 68 state park hikes for the MN hiking club.
Brad Bartick, CFP®, CWS®
Wealth Planner
Jim Guckenberg
Estate Planner
Mike Burzynski
Tax Planner
Joel Grant
Municipal Bond Trader