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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

Sheri Winter

(218) 547-1160

With over 20 years in the financial industry, Sheri finds great satisfaction in connecting with her clients and helping them reach their goals. As a Financial Advisor for First National Investment Services, Sheri is dedicated to...

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Tom Paulbeck CRPC®


Tom has been working in the financial services industry since 2004, when he graduated from St. Cloud State University with a Bachelor's Degree in Finance. He works with clients in the Brainerd Lakes Area serving the Pequot Lakes,...

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