Our Team


Terry headshot
Josh headshot
Ethan headshot
Courtney headshot

Terry K. Lewis

CLU®, CFP®, ChFC®

Founding Partner

Joshua Batalden

FLMI

Partner

Ethan L. Anderson

AEP®, CWPA®, CFP®, ChFC®, CLU®

Partner

Courtney Ruiz


Partner

Amy Dufresne Headshot
Maggie Kase Headshot
Taylor headshot

Amy Dufresne

Director of Operations

Maggie Kase

Director of Marketing

Taylor Thompson

Associate Financial Advisor


OUR LOCATION


3600 Minnesota Drive, Suite 100
Edina, MN 55435


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