Without counsel plans fail, but with many advisors they succeed. Proverbs 15:22
Dave Zumbusch, CFP
Certified Financial Planner
Dave’s focus for his clients is as a Retirement Income Distribution Specialist, which includes Financial Planning, Investment Asset Management, Social Security claiming strategies, Retirement Plans, Income tax, and Estate Planning.
Beau Zumbusch, BFA
Financial Planner
Beau started in the financial industry after seeing how his own financial plan was used to achieve his financial goals, he quickly developed a passion for helping others achieve the same financial freedom. Partnering with Dave...
Audrey Gilbert
Office Administrator
Since 2020, Audrey provides service and support to financial advisors and valued clients. Her knowledge and expertise benefits both the client and the office. When not working you'll find her on the family farm. ...
Suzanne O'Dell
Office Administrator
As the newest member of the office, Suzanne assists both clients and financial advisors. Her attention to detail allows services and requests to be processed efficiently.Suzanne and her husband, Jim, enjoy spending time with...
Strategic Partners
Ryan Smail JMSC
JMSC Futurity is a referral partner with Inspire Advisors Minnesota. JMSC CPAs & Advisors offer a variety of solutions including accounting and bookkeeping, tax, audit, advisory, and outsourced controller services. We pride...