Broker Check

Our Team of Experts are trained to holistically integrate knowledge of tax, investments, insurance, asset protection, estate planning, and charitable giving into financial planning that is driven by your unique values and goals. We are passionate about the work we do and value your earned trust and respect.

At our firm, we have the client—and only the client—in mind.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet Our Team

All Members

Lyle Gerhardson, CPA

Financial Advisor

Jaime P. Junker, CPA

Financial Advisor

Maureen Junker

Admistrative Assistant

Sherry Tyrrell

Administrative Assistant

Lake Elmo Team

Jaime P. Junker, CPA

Financial Advisor

Maureen Junker

Admistrative Assistant

Minneapolis/Plymouth Team

Lyle Gerhardson, CPA

Financial Advisor

Sherry Tyrrell

Administrative Assistant

Spicer Team

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.