Advisors
Kim Erkonen, CFP®, CLU®, AWMA™
Financial Advisor
Kim has been working in the financial services industry since 1997 and brings a wide array of experience across many facets of the profession. A true servant leader at heart, Kim discovered her passion for helping clients grow and...
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William Perry, AAMS®
Vice President | Financial Advisor
A Wealth of Experience:I have been serving clients as a Financial Advisor since 2004 and believe the best financial advice comes from a comprehensive understanding of my clients' needs. I thoroughly enjoy working with people in all...
Angela White
Client Specialist
Angela White is a Client Specialist who supports two financial advisors and oversees the day-to-day operations of the Sioux Falls office. She is dedicated to delivering a seamless client experience through exceptional service,...
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