Royal Alliance

Royal Alliance is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Accountant: Roy Wutz, CPA

8300 Norman Center Dr
Bloomington, MN 55437
952-942-9090

With over 30 years experience, Roy specializes in individual and small business accounting, tax planning and preparation.

Attorney: Jennifer Lammers, Best & Flanagan, LLP

60 South Sixth Street, Suite 2700
Minneapolis, MN 55402
612-339-7121

Jennifer is a partner in the Private Wealth Planning practice group. She focuses her practice on:

• Estate planning
• Business succession planning
• Probate and trust administration
• Elder law
• Trust and estate litigation

Rohrer & Associates

6822 Hemlock Ln N
Maple Grove, MN 55369
800-525-1325

Life, Disability, and Long Term Care Solutions

Attorney: Jayne Sykora, Sykora & Santini PLLC

612-465-9442

Estate Planning and Business Law