With over 40 years experience Dave and Pete feel strongly that they have a responsibility to always educate, and to make recommendations based on the needs of our clients - never sacrificing integrity for their own gain.
Peter Orth CFP®
Dave Ramstack lives in Edina, MN with his wife Ali and two boys Augie & Miller. He has been practicing since 1999. His diverse background has given him experience working for premier companies in the banking, insurance and brokerage industries. Dave's research minded focus on both the offensive and defensive sides of Wealth Management has given him a very unique way of seeing things, and the ability to pass this perspective to his clients.
Peter Orth lives in Rogers with his wife Danelle, and three daughters: Danica, Naomi, & Gabrielle. He was born on a small farm north of Melrose, and is the youngest of twelve siblings. Pete enjoys giving back by serving on a mission team that mentors businesses in Haiti. Pete has been practicing retirement planning since 2001. He has since become a Certified Financial Planner, focusing on investment, estate, insurance, retirement, and tax planning. His well rounded views are a true benefit to any client regardless of their financial position.