Peter Orth, grew up on a farm with older parents and spent time with other older adults, so a career assisting people at or near retirement age came naturally to him. A desire to help others and a strong work ethic led Peter to build a team of professionals who operate with a high level of integrity, always keeping their clients’ best interests in mind.

Peter has been offering insurance and retirement planning services since 2006. His vision was to create a solution where people could have consultants assist them to meet their particular needs with financial plans, no matter their financial circumstances. Peter lives with his wife, Danelle, and their three girls. In his free time he enjoys camping, hunting, and spending time with his family.

Financial Advisor

Tom has worked as a licensed and registered agent in the financial industry since 2005. His resume includes experience overseeing all aspects of client interactions as Chief of Staff for an Investment Advisory firm in Minneapolis. His experience as a Senior Manager for the Life Case Design Team and a trainer for Fixed Index Annuities and Life Insurance, at Allianz Life of North America, gives him a unique perspective into the inner workings of annuity and life strategies.

As a former High School teacher and athletic coach, his life-long passion for coaching and helping people to succeed; personally, professionally, and financially. Tom defines his approach in creating strategies to meet client objectives. He works to incorporate a relaxed and educational approach to help clients feel comfortable and confident making decisions that will impact them and their families for years to come. Tom’s clients are at all stages of life and he helps them by ensuring they are making decisions aligned with their goals!

Tom resides in Lindstrom MN, on South Lindstrom Lake with his wife Sara and they have three adult children and two grandsons. One of their favorite activities is spending time in Minnesota State and National Parks for adventures in camping and hiking. As a life-long learner, in his spare time, Tom is also a novice guitar player in the learning stages of his musical journey.

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Jim’s passion is to help clients create the blueprint that will guide them through their retirement years.

On a personal note, when Jim is not helping his clients with retirement planning, he loves spending time and traveling with his family, volunteering at church and fishing with his granddaughter.

Licensed Medicare professional & Investment Advisor Representative with 20+ years experience

Specialties: Medicare, Financial Planning, Retirement Planning. SSA analysis

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Insurance Broker

As an independent broker affiliated with American Senior Benefits and working in coordination with Ascent Advisors, I help clients evaluate options across the open market rather than being limited to any one company or product.

I stay current through ongoing certification and training to ensure I’m up to date on the latest plans and regulations impacting retirement planning. I work with clients on Life Insurance, Long-Term Care, Medicare, and broader retirement considerations, with a focus on putting their interests first. My goal is to serve as a reliable, single point of contact for these areas, and I’m always available by phone or email.

Insurance Broker

As an independent insurance broker with American Senior Benefits, working alongside Ascent Advisors through a strategic partnership, I am able to continue using the gifts I developed over more than two decades in ministry.

I have the privilege of listening to people’s stories—understanding their goals, concerns, and priorities—and helping them navigate decisions with care and clarity. I am licensed in health insurance (including Medicare), Life Insurance, Final Expense, Long-Term Care, and Annuities, and I work to provide solutions that align with each client’s individual needs.

Insurance Broker

As an independent insurance broker working in coordination with Ascent Advisors through my affiliation with American Senior Benefits, I help clients navigate important decisions around Life, Health, Medicare, and Annuities.

My focus is on listening first—understanding your goals and your story—so we can create solutions that truly fit your life, not just a policy on paper. I value coming alongside clients in a thoughtful, straightforward way and putting my dedication to work on your behalf. Insurance can seem complicated, but with the right guidance, it doesn’t have to be.