Our mission: Helping you build your legacy
We have witnessed examples in both our personal and professional lives that family legacies diminish when there isn’t a solid wealth management plan in place. Because of this, we are passionate about helping you become a good steward of your family resources. Our goal is to help you create and sustain your wealth so your legacy will carry on for generations to come.
Hal Tearse, CPWA®
Senior Vice President, Financial Advisor
Hal has been a financial advisor since 1976, holding several management positions in that time. Since entering the financial services industry, Hal has continued his education through advanced training programs and seminars. He is a member of the FINRA Board of Arbitrators and he earned his Bachelor of Fine Arts in journalism and mass communication from the University of Minnesota.
Investing in his community has always been a priority for Hal. He was previously active in the Minneapolis Rotary Club, serving on the board and various committees over the years. He is currently involved in Spark-Y, a nonprofit that empowers youth with hands-on education rooted in sustainability and entrepreneurship. Recently, Hal also became a board member of the TS Alliance Endowment Fund, a fiduciary organization chartered to generate an income stream to fund research, support services, and education for those touched by tuberous sclerosis complex.
Hal also has a passion for hockey and a desire to help develop players both on and off the ice. He spent eight years on the board of directors for Minnesota Hockey as coach in chief and served three years at USA Hockey on the finance, audit and investment committee. He recently retired as the head coach of the boys’ varsity hockey team at Providence Academy High School in Plymouth, Minnesota after 45 years of coaching.
Hal and his wife Lynn have two children. He is an accomplished photographer whose award-winning photos have been featured around the world. He also enjoys fly fishing, skiing and playing guitar.
Nicole has been in the financial services industry since 2011 and has a passion for making a difference in her clients’ lives. She brings a fresh perspective and great enthusiasm for the business, providing excellent service to every client. Nicole has passed the Series 7 and 66 securities exams and earned her Bachelor of Arts degree in communications from the University of Minnesota Duluth.
Nicole is on the Young Professionals Board and serves as the chair of the membership committee for TeamWomen, a local organization dedicated to inspiring, encouraging and supporting women to help them reach their full potential. In 2018, she was named a Twin Cities Finest Honoree, a program that honors 25 of the city’s most accomplished men and women. As an honoree Nicole committed to raising $5,000 or more for the Cystic Fibrosis Foundation by the end of that year.
An avid hockey fan, Nicole has facilitated the balloting process for the Hobey Baker Memorial Award since 2013. She also volunteers with Secondhand Hounds as she is passionate about helping rescue animals find loving homes.
Nicole and her husband Casey have one child, Josie. In her free time Nicole enjoys watching hockey and soccer, being active, and spending time with family and friends.