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Richard (Rick) Engen

Rick has 28 years of financial services experience and holds the following professional designations and licenses:

Series 7, 24, 65 & 63 (Securities)

Chartered Financial Consultant (ChFC)

Chartered Advisor in Philanthropy (CAP)

Chartered Life Underwriter (CLU)

Life, Annuity, Health and Disability Insurance Licensed
Master of Science in Financial Services - The American College, Bryn Mawr PA
Bachelor of University Studies - North Dakota State University, Fargo North Dakota

 

Jeff  (Wally) Wallgren
Wally has 6 years of financial services experience, is our Office Manager and 
holds the following professional licenses:

Series 7, 66(Securities)

Life Insurance and Annuity Licensed.
Wally is a graduate of North Dakota State University, Fargo North Dakota
He has a degree in Bio Technology and is a Wine Connoisseur

 

Thomas (Tom) Shockman

Tom has 29 years of financial services experience and holds the following professional licenses:

Series 7, 65, 63(Securities)

Life, Annuity, Health and Disability Insurance Licensed

Tom is a graduate of North Dakota State University, Fargo North Dakota

He has a degree in Business Administration