A Team Approach to Help you Meet your Business Goals

With 12 years financial and sales management experience, Adam Braunberger has a documented track record of business development, planning and leadership. His easy-going sense of humor serves as a defining management strategy to bring out the best in people to instill pride and achieve success.

As a team player, Adam cultivates his business relationships on the foundation of respect, loyalty and trust. His ability to pursue excellence, honed with a high degree of integrity, helps clients find solutions that lead to success.

Areas of Expertise

• Business banking
• Small business lending
• Commercial real estate
• Multi-family rental property

Education and Professional Credentials

• Bachelor’s degree – Business Administration – North Dakota State University

The Rest of the Story

Adam draws from a cross-section of business experience in banking, sales and sales management to assist clients in meeting their goals.

A North Dakota native, Adam partners with customers to develop game plans for future success. He tackles challenges, converting them to opportunities for clients. When Adam works with customers who refer their family members for financial services, he takes pride in establishing and maintaining these loyal business relationships that aren’t rushed, but built on long-term commitment.

Adam pursues excellence and the dedication it takes to sustain it. Sounds a lot like the five-time national champion football team wearing green and gold that he supports from his alma mater.

Navigating to Achieve Success

Operating a small business isn’t easy. Jason Jaeger provides proactive financial strategies tailored to clients’ business and personal goals. He helps business owners navigate through the stages of business, including growth, transition, succession and retirement.

Areas of Expertise

• Business and ag lending
• Small Business Administration (SBA) lending
• Cash management

Education and Professional Credentials

• Bachelor’s degree / Finance – Minnesota State University Moorhead

The Rest of the Story

With more than 20 years in the financial services industry, Jason Jaeger’s knowledge of finance, wealth management, business operations and retirement planning helps to foster full-service relationships with his clients. He helps clients evaluate options, offers strategies and implements solutions to help them reach their goals.

Diverse Background Yields Trusted Advice

Andrew helps his customers and clients grow their businesses through sound financial planning. He prides himself on being a relied upon financial advisor for them in all aspects of their business, which he credits to his diverse background. In his many years of working in financial services, he’s familiar with a variety of industries, some of which include real estate, financial services, transportation, manufacturing, development, and construction.

Areas of Expertise

• Multi-family Housing
• Business Acquisition & Expansion 
• Commercial Real Estate
• Risk Management

Education and Professional Credentials

• Bachelor of Science, Business Administration/Management – University of North Dakota
• Bachelor of Science in Accounting – North Dakota State University
• Certified Public Accountant 

The Rest of the Story

Prior to banking, Andrew spent several years in public accounting, working on audit engagements and tax preparation for small to medium sized businesses.

Andrew enjoys living and working in the Fargo area because it is big enough to offer opportunities, but still small enough that you can be involved with your customers in many ways, be it through business opportunities, school or church events, non-profit events and more.

In his spare time, he enjoys being with his family, golfing, hunting and travelling. He’s involved with the RMA Board and NDSCPA society and is also a Rotary member.

A Long History of Serving

Brad Loween prides himself on getting to know his customers well and continually strives to understand both their short and long term goals. He wants to truly know what makes them tick and what motivates them to get up in the morning because that understanding helps him better determine how to best meet their financial needs. He values the relationships he’s gained over more than a decade in the financial sector.

Areas of Expertise

• Retirement & Financial Independence
• Business Acquisition & Expansion
• Equipment Purchase & Leasing
• Commercial real estate
• Multi-family housing

Education and Professional Credentials

• Bachelor of Science, Biology – Montana State University
• Retired North Dakota Army National Guard 

The Rest of the Story

After spending 20+ in the North Dakota Army National Guard, instead of flying Black Hawk helicopters Brad now spends his time chasing around his three kids and attending their activities.

He’s very active in the community, is a board member for Rebuilding Together Fargo-Moorhead, a volunteer with ESGR (Employer Support of the Guard and Reserve), a PeeWee Hockey coach, and a Fargo Rotary Member. He thinks the best part about living in the area is getting to know people in the community and assisting in some small part to help make the community successful.

In his spare time, he enjoys hunting, fishing and spending time with his family outdoors.