Our History

Our company has roots dating back to 2001, when it was founded by our President and CEO, Jason Blomgren. Prior to this, he worked in the financial industry, and now has almost 20 years of experience as a financial planning consultant.

He has successfully grown the business as an independent financial services firm, having brokers across the Midwest. He has instilled in the culture of the company to have integrity, honesty, and customer service.