Meet Our Team

We are a locally-owned, retirement planning specialty firm.
Monica Gerberding

Monica Gerberding

Operations Manager

Read Monica's Full Bio

Gabe Fransen

Agent/Investment Adviser Representative of Royal Fund Management, LLC

Read Gabe's Full Bio

Karlie Widhalm

Client Care Coordinator

Get in Touch

Reach out and let us know how we can help!

Find us at the office

9040 Quaday Ave NE, Suite 205 Otsego, MN 55330

Give us a ring

Office: 763-241-8197

Fax: 763-447-3613