Meet
Our Team
We pride ourselves in providing a highly qualified team to help guide you through the complexities of your personal finances. Our firm was founded with the goal of providing each and every client with the same level of service we provide to our own families.
Steven Nelson, founder
We treat you like family
To accomplish this goal, we have aligned our interests with yours through:
Committing ourselves to a fiduciary standard which means we are legally obligated to do what is in your best interests.
Aligning our personal portfolios with what we recommend for clients.
Eliminating conflicts of interest inherent in commission-based compensation by being a fee-only firm (no hidden fees or under-the-table agreements).
Ensuring that we demonstrate a commitment to competence by obtaining and holding highly respected qualifications.
Meet
Our Team
Steven Nelson
Founder & Family CFO | CFA, CPA
Education
University of Minnesota (Accounting and Finance)
Columbia Business School (Master of Business Administration)
I get to do what I love for a living. Outside of spending time with my amazing wife and three children, investing and researching businesses are my favorite pastimes. If I wasn’t doing it for Prairiewood, I would do it for myself and my own portfolio!
Nathan Anderson
Family CFO | CPA, CFP®
Education
North Dakota State University
(Accounting, Master of Accountancy)
I love showing clients how to reduce taxes and plan for the future. When I am not coming up with new tax and planning strategies, I am typically spending time with my family golfing, playing pickleball, or trying a new restaurant!
Kim Baumler
Office Manager
I’m the friendly voice that will answer the phone when you call our office! I keep Prairiewood running smoothly and manage the day-to-day operations of our office. My number one goal is to ensure that all our clients have a great experience. When I am not working, I enjoy spending time at the lake and taking
trips to visit family.
Piper
Chief Morale Officer
Whenever the office needs a boost, Kim is always quick to share pictures of her Pembroke Welsh Corgi, Piper. Piper is energetic and keeps everyone’s spirits up!
