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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. 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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lori Ellingson, CRPC®



Before serving as a financial professional, Lori Ellingson remembers her life over twenty years ago as one filled with frustrations over her lack of financial control and independence. It was until after she obtained a personal finance...

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Dena Heitman

Executive Assistant



Dena will take prompt care of your requests, concerns and issues.  She is your personal assistant that oversees the day-to-day adminstration of your accounts.  Call Dena if you have a question about a statement or other...

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Kevin Gotto

President - Partners Advantage-Midwest, LLC



Kevin provides compliance, supervisory, marketing and sales support. Kevin has been my Office of Supervisory Juristiction (OSJ) since 2009 and able to assist you.Kevin Gotto is an OSJ Branch Manager offering securities and...

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