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Richard (Rick)W. Engen 

Rick has 20 years of financial services experience and has the following professional designations:

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 Science - North Dakota State University, Fargo ND


Lawrence (Larry) R. O'Callaghan

Larry has 26 years of financial services experience

Series 7 & 63 (Securities)

Life, Annuity, Health and Disability Insurance Licensed

Larry is a graduate of Bismarck State College, Bismarck North Dakota