Broker Check


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam Rosendahl, CMPTM



Since 2008, Mr. Rosendahl has built his career around securing the most important tool in retirement: income. This seemingly simple concept actually encompasses many industries and Mr. Rosendahl is committed to educating and servicing...

Read more

Mark Thomas, CMPTM


First licensed in 1983, Mark has spent the last twenty years helping hundreds of families, in nineteen states, grow and preserve assets. Knowing that most seniors’ biggest fear in retirement is running out of money, Mark’s...

Read more