Meet The Team
The Modus Method
Modus (mō dəs): A specific method of operating; a particular way in which something is done. Modus Advisors provides financial planning and investment management services to successful individuals. Modus clients are high net worth and aspiring high net worth business owners, executives, and professionals who know the value of having a cohesive and experienced team working on their behalf. The Financial Advisors of Modus Advisors provide access to financial planning services and manage client portfolios of $500,000 or more. The word “modus” is from the Latin language. The definition of modus emphasizes our method, and way of working with our clients. It is personal and focused on you, the client. It is truly what sets us apart in a financial services world where everyone seems the same. We encourage you to meet with us to learn more about Modus Advisors, and how we can help you work towards your most important financial goals.
Modus Advisors is committed to delivering the highest quality financial planning and investment management services. We partner with successful individuals in the Lake Minnetonka area and around the country, helping you work toward and achieve your most important financial and personal goals, freeing you up to lead the life you desire. As a Registered Investment Advisor (RIA), we continually strive to earn our clients’ trust by always putting their best interests first.
- Integrity - Always do the right thing for every client. Always.
- Trust - Earn the trust of our clients every day.
- Teamwork - Work together to deliver results that exceed what we could do alone.
- Service - Serve our clients, colleagues, and the community.
- Consistency - We are in a long-term business. Show up and bring our best every day.
- Accountability - Deliver on our promises and take responsibility for the results.
- Work/Life Balance- Enjoy our work while maintaining balance in other areas of life.