Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
-
Jim Biermaier
Financial Consultant/Owner
A life long resident of Hastings, Jim is an active member of the community as the president of the board for the United Way of Hastings as well as a member of the Board of Directors for Park Ridge and Augustana Care Center. Jim has extensive experience in the financial management industry including life insurance and annuity products. As a financial consultant, Jim holds a Series 7, 63 and 65 license.
-
Stephen McMahon
Financial Consultant/DRP/Owner
Steve is also a life long resident of Hastings and remains an active member of the community through his involvement with the United Way of Hastings, Junior Achievement and the Military Veterans home in Hastings. Also, Steve proudly served in the United States Navy and the United States Naval Reserves for 14 years. Steve has extensive experience in the financial management industry working with large firms to develope brokerage operations, along with life insurance and annuity products. As a financial consultant and sales supervisor, Steve holds a Series 7, 9, 10, 63 and 65 license.
-
Beth Dannenberg
Office Manager
Beth is a long time resident of Hastings and is a active member of the community as a youth lacrosse coach and a youth ministry leader. Beth has a degree in history and comes to us from the Hastings School District as an educator.
