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About Us

Keeping You Top of Mind

Our reasons for becoming financial advisors are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Our understanding of personal finance, coupled with our training as financial professionals, can help people better prepare for the future. 

Over the years, we have found that a team approach is an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our comprehensive financial services. 

In addition to providing financial planning services, we strive to provide ongoing education for those who want to take a deep dive into the world of financial planning and investment management. 

No one strategy fits everyone, which is why every client gets our undivided and individual attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. 

 Mitchell J. Thompson - CFP®, CDFA®, ChSNC®, AEP® Photo

Mitchell J. Thompson - CFP®, CDFA®, ChSNC®, AEP®

Principal, Wealth Manager

(952) 938-3476 OR (320) 269-7889

Navigating clients through transitions utilizing holistic financial planning explained in layman's terms – that's our goal for the clients we work with. Whatever the change is, from an expanding family, education funding, empty nester, divorce, retirement, death, inheritance, medical, or disability – we are here to help, assist, and guide our clients through their transitions utilizing the team and resources we have surrounding us. As your goals and values change, so does your plan. We make sure we update the financial part of your plan to meet the values of your plan. We want to ensure our clients have answers to their questions. Where am I relative to my goals? Do I need to make any changes? What should I be doing now? What if _______?

Attaining and maintaining a trusted relationship with your financial advisor is essential. I have been truly fortunate in my life through the experiences and opportunities I have learned from and continue to learn from. I have been married, divorced, remarried, navigating a blended family, have a son with Autism, dealt with the "family farm" conflict, and lost loved ones. These are not just read-about experiences but ones I have walked through like many of my clients.

I have a solid commitment to the community, local schools, and organizations where we work and live. My wife and I have set up a non-profit to help with the challenges of special needs programs and provide funding for activities and supplies to benefit the children and adults in these communities. I volunteer for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota. Outside of the office, you will find me spending time with my family and friends, enjoying the lake and outdoors, or quietly working on my next project.

Professionally, I hold and maintain Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Special Needs Consultant® (ChSNC®), and an Accredited Estate Planner® (AEP®) designations. I'm an active member of the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), and Twin Cities Estate Planning Council. I am the president and member of the West Hennepin Chamber of Commerce. I maintain an active insurance license to service and support a legacy booking business while also providing analysis and complete evaluation of all types of insurance for our clients. Neither myself nor my firm actively solicit, sell or receive commissions on any new business.

Melanie A. Gades Photo

Melanie A. Gades

Financial Service Associate

(952) 938-3476 or (320) 269-7889  



Melanie is a financial service associate. She provides internal administrative support and client management and attends to the company’s day-to-day operations.

With over 30 years of financial and client services expertise, Melanie feels that each client’s needs are unique and essential. Her focus is on helping individuals with all aspects of their financial lives by providing exceptional service and advice. She believes in treating every client as an individual, with caring attention, respect, accessibility, and responsiveness.

Melanie lives outside of Montevideo with her husband and two children, where they run a family farming operation. She enjoys cooking, traveling, and outdoor activities. Besides helping on the farm she is very involved in her children’s activities.

Mark W. Rekow, CFP® Photo

Mark W. Rekow, CFP®

Client Navigator

(952) 938-3476 or (320) 269-7889  



Mark is a CERTIFIED FINANCIAL PLANNER™ professional. His passion is helping clients successfully navigate life’s challenges while pursuing the goals they have established. He and his wife and daughter live in Montevideo.

Valuing community organizations, Mark is involved actively in the programs committee of the Minnesota chapter of the Financial Planning Association and is a board member of Chippewa County Montevideo Hospital, a member of the Chippewa County Volunteer Caregiver Program, and treasurer of Montevideo Area Community Foundation.

Mark appreciates the unique opportunities that each client brings to the financial planning and investment management process. Previously having worked several years in medical settings, counseling patients and their families struggling with health issues, he understands the importance of establishing clear, attainable goals and a systemic process for achieving them.

He and his family appreciate traveling, biking, tennis, skiing, running, and golf.