Meet Your Team

Greg Nelson CFP® - President
Senior Financial Planner
Timothy R. Merrill Jr. - President - STAR Capital
Portfolio Manager
Adam Rainey, MBA, CFP®, CCFS®
Senior Financial Planner

Rick Nelson - Tax Preparer
Darlene Haack - Tax Preparer

Jerry Scane - Research Analyst
Nate Lovik, AIF®
For help with your financial management, or for more information on Strategic Tax and Retirement, please contact us today at 507-536-9176 or 507-288-3636, or send us a message.