With their 35 years of combined experience, Dave and Pete are proud to serve the clients of their agency with fiduciary interest and responsibility. Their industry leading client’s mission statement is a true example of their commitment to a lifelong relationship, and providing peace of mind for the people they serve.
Dave Ramstack lives in Edina, MN with his wife Ali, and two boys Augie & Miller. His background includes 18 years as a financial advisor providing solutions to individuals, and corporations. A diverse background that has given him experience working for premier companies in the banking, insurance, and brokerage industries. Dave’s research minded focus on both the offensive, & 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.