Prairiewood Wealth Management

Steven Nelson is a CFA® charterholder with 17 years of industry experience. He has been with Prairiewood Capital, LLC since 2008 and is currently a member of East Valley Capital, LLC, a freight bill factoring business, where he is involved in risk management and accounting. Prairiewood Wealth Management serves individual and high-net-worth clients, focusing on discretionary wealth management that includes financial planning, tax planning, and investment management. The firm follows a long-term, value-oriented investment approach with an emphasis on fundamental analysis and tax efficiency.

Nathan Anderson is a CFP® professional with six years of industry experience, currently serving at Prairiewood Wealth Management since 2019. Prior to joining Prairiewood, he worked five years at Deloitte & Touche LLP. Outside of advising, he is involved in reviewing financials and performance for a passive real estate investment entity. Prairiewood Wealth Management serves individual and high-net-worth clients, focusing on discretionary wealth management that includes financial planning, tax planning, and investment management. The firm employs a long-term, value-oriented investment approach, emphasizing fundamental analysis and tax efficiency, and manages approximately $365 million across a small team of advisors.

Dustin Richter is a CFP® professional with six years of industry experience, currently serving at Prairiewood Wealth Management since 2025. His prior roles include positions at Starion Bank and Thoreson Steffes, as well as over a decade with Wells Fargo Investments and Wells Fargo Bank. Prairiewood Wealth Management serves individual and high-net-worth clients, typically those with net worths between $1 million and $50 million and families earning over $300,000. The firm offers discretionary wealth management focused on long-term, value-oriented investing supported by fundamental and quantitative analysis, while providing additional services such as tax planning and estate-planning software access.

Parker Jacobs is a CFP® and Series 65-licensed advisor at Prairiewood Wealth Management with two years of industry experience. His background includes roles at Bell Bank and North Country Lawns prior to joining Prairiewood in 2023. Prairiewood Wealth Management serves individual and high-net-worth clients with discretionary wealth management, including financial planning, tax planning, and investment management. The firm applies a long-term, value-oriented investment approach focused on fundamental analysis and tax efficiency, managing approximately $365 million across a small team.